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Estate Planning: Beyond the Binder

Estate Planning: Beyond the Binder

Written by: estateplanningbeyondthebinder
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Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.

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Economics
Episodes
  • Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate (Video)
    Feb 4 2026

    Episode Summary:

    In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one California trust own property nationwide, the LLC pitfalls most owners miss, and why family vacation homes often end up being sold anyway — but only after proper planning.

    Key Timestamps:

    00:01 – Show Introduction

    00:50 – The Real Cost of Probate on Out-of-State Property

    02:00 – Ancillary Probate: One Property = One Extra Court Case

    04:00 – California Probate vs. Other States: Same Pain, New Court

    05:00 – Biggest Mistake: Having a Trust But Forgetting to Fund It

    06:30 – LLCs for Rentals: Protection vs. Triggering the Due-on-Sale Clause

    08:00 – Inheritance Tax Surprises in Other States

    09:00 – Real Stories: Families Stuck in Multi-State Probate Hell vs. Smooth Transfers

    10:30 – Exact Steps to Fix It Today (It Works in 49 States)

    11:30 – Family Vacation Homes: Dream vs. Reality

    12:30 – Closing Resources

    About the Show:

    "Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.

    Show More Show Less
    14 mins
  • Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate
    Feb 4 2026

    Episode Summary:

    In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one California trust own property nationwide, the LLC pitfalls most owners miss, and why family vacation homes often end up being sold anyway — but only after proper planning.

    Key Timestamps:

    00:01 – Show Introduction

    00:50 – The Real Cost of Probate on Out-of-State Property

    02:00 – Ancillary Probate: One Property = One Extra Court Case

    04:00 – California Probate vs. Other States: Same Pain, New Court

    05:00 – Biggest Mistake: Having a Trust But Forgetting to Fund It

    06:30 – LLCs for Rentals: Protection vs. Triggering the Due-on-Sale Clause

    08:00 – Inheritance Tax Surprises in Other States

    09:00 – Real Stories: Families Stuck in Multi-State Probate Hell vs. Smooth Transfers

    10:30 – Exact Steps to Fix It Today (It Works in 49 States)

    11:30 – Family Vacation Homes: Dream vs. Reality

    12:30 – Closing Resources

    About the Show:

    "Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.

    Show More Show Less
    14 mins
  • Digital Assets in Estate Planning: Protecting Your Online Life
    Jan 21 2026

    Episode Summary:

    In this eye-opening episode, Brian Chew reveals why digital assets are the most overlooked part of modern estate planning. From cryptocurrency worth six figures to priceless family photos in the cloud, Brian explains the critical difference between legal authority and practical access, why many platforms have no “death department,” and actionable steps every family can take today to prevent permanent loss.

    Key Timestamps:

    00:01 – Show Introduction

    00:50 – What Counts as a Digital Asset Today

    02:00 – Lost Forever: What Happens Without Access (Crypto Nightmare)

    03:30 – Priceless Photos & Videos – They’re Gone Too If You Don’t Plan

    05:00 – PayPal, Venmo, Online Banks – Legal vs. Practical Recovery

    07:30 – Why Most Platforms Have No Beneficiary Option (Yet)

    09:00 – Real Client Stories: Coinbase Says “We Have No Idea Who’s in Charge”

    10:30 – Step One Every Listener Can Do Today: Inventory Your Digital Life

    12:00 – Password Managers vs. Paper: Security Trade-Offs After the LA Fires

    14:30 – The One Thing Worse Than No Plan? A Plan That Doesn’t Work

    15:30 – Closing Resources

    About the Show:

    "Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.

    Show More Show Less
    17 mins
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