Every family faces transitions—some planned, others unexpected. On Transitions: Inheritance & Our Aging Parents, real estate advisor Jeff Landau helps families find clarity and confidence through life's biggest transitions. Each episode offers clear guidance on inherited real estate, trust administration, taxes, and preparing for what's ahead—without the guesswork or guilt. What happens to the family home? Should we sell it, rent it, or renovate? How do we balance caregiving, estate planning,…
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Should you have a trust? In this episode of Transitions: Inheritance and our Aging Parents, Jeff Landau talks with estate planning attorney Antonio Rodriguez, a partner with Staker Rodriguez Law, about the biggest mistakes homeowners make when it comes to trusts, probate, and inheritance. They cover why estate planning isn't just for the wealthy, the risks of adding a child to title, why naming…
What Trustees Need to Know About Inherited Property, Taxes & Trust Administration (with CPA Expert Sargis Isavi) When someone passes away, families are suddenly faced with real estate decisions, trust paperwork, tax responsibilities, and deadlines they never expected. Most trustees don't realize they've just taken on a legal and financial job — one that comes with liability, rules, and complex tax…
Why Most Californians Need a Trust (and How to Avoid Common Mistakes) Episode Summary Estate planning attorney Rebecca Goldfarb explains who in California should have a trust, why a trust is only one part of a complete plan, and the most common errors that derail families—often even when a trust already exists. We also cover special needs trusts, trustee selection, trust administration, probate…
🎧 Episode Overview In this essential episode I speak with seasoned estate planning attorney Judith Perez , who brings over 36 years of experience in trust administration, LGBTQ+ advocacy, and special needs planning. Whether you're in a same-sex partnership, caring for a loved one with special needs, or simply want your estate plan to reflect your values—this episode is a must-listen. We dive deep…
Episode Overview: In this episode, I sit down with long-time friend and legal expert Richard Sperling , a seasoned family law attorney whose practice focuses on collaborative divorce mediation, premarital and postmarital agreements, and Marvin/palimony claims. With decades of experience in real estate law, business law, and mediation, Richard brings a unique, peace-focused perspective to complex…
In this episode of 805 Talk , I speak with Katie Wilfong , a medical social worker and senior care planning expert, to discuss one of the most critical but often overlooked parts of aging: planning for healthcare needs before a crisis hits . Drawing from a deeply personal family experience, my mother's journey through different healthcare needs, this conversation highlights the importance of…
In this episode, I speak with Kelila Heller , co-founder of Assisted Living Connections , an expert who helps families place their loved ones in assisted living and other similar type communities. We talk about one of life's toughest transitions: finding the right care for an aging parent or loved one. Kelila, her partner Tami Podell, and their team have helped hundreds of families across Ventura…
Episode Overview In this episode we deviate from the focus on real estate and inheritance. I speak with business continuity expert David Gering of Business Resilience Solutions to discuss how individuals and businesses can prepare for disasters and disruptions. With over 15 years of experience, David shares practical insights into risk management, disaster preparedness, and business recovery.…
Episode Summary: In this insightful episode, I sit down with David Schneider, a seasoned estate planning attorney, to discuss the crucial aspects of estate planning. We explore common mistakes, the importance of having a trust, and how failing to plan can cost families tens of thousands of dollars. David shares real-life cases, explaining why estate planning is essential for every homeowner and…
Honored to be interviewed by Wayne Baxter of One Capital Management. Wayne and I discuss all the benefits of buying a home in the Conejo Valley. We also discuss what is going on in the homeowners insurance market in general and in the area. If you have thoughts of buying a home in Thousand Oaks, Newbury Park, Agoura, Oak Park or Westlake Village, this episode is for you!
