Welcome to Death and Taxes with Dustin MacFarlane, your trusted estate planning attorney from California Probate and Trust. In this episode, Dustin shares real-life stories and practical advice about estate planning, trusts, taxes, and how to protect your family’s legacy. 🏡💼
From common mistakes in transferring property to advanced planning techniques, Dustin provides actionable tips to help you navigate California’s complex legal and tax systems. Whether you’re planning your will, trust, or legacy, this episode is packed with insights you don’t want to miss.
👉 Have questions? Contact Dustin MacFarlane: 📞 Call: 866-674-1130
🌐 Website: [ Ссылка ]
📖 Chapters for Easy Navigation: 0:00 - Intro: Welcome to Death and Taxes
0:06 - Meet Dustin MacFarlane and California Probate and Trust
1:30 - Why Proper Estate Planning Matters
2:40 - Story: The Importance of Putting Assets in a Trust
4:00 - Costly Tax Mistakes from DIY Property Transfers
8:00 - Real-Life Case: Advanced Estate Planning for Blended Families
13:00 - How Life Insurance Can Be an Elegant Estate Solution
16:45 - Why Your Investment Adviser Might Not Tell You Everything
19:50 - Fun Anecdote: Taylor Swift as a Guardian?
21:40 - Real-Life Case: Protecting a Stepmother’s Rights
24:30 - Why You Need a Will: Avoiding Orphan Cases
25:40 - Final Thoughts: Don’t Leave Your Family’s Future to Chance
