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.
Latest episodes
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16 min
Choosing the Right People for Your Estate Plan (Video)
Episode Summary: In this episode of Estate Planning: Beyond The Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills & Trusts, to discuss the critical d…
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16 min
Choosing the Right People for Your Estate Plan (Audio)
Episode Summary: In this episode of Estate Planning: Beyond The Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills & Trusts, to discuss the critical d…
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16 min
Protecting Your Assets: What Estate Planning Can (and Can't) Do (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, an experienced estate planner from OC Wills and Trusts, to delve in…
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16 min
Protecting Your Assets: What Estate Planning Can (and Can't) Do (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, an experienced estate planner from OC Wills and Trusts, to delve in…
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13 min
Estate Planning for High-Net-Worth Families: Strategies to Protect Wealth Across Generations (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon and Brian Chew, Managing Attorney of OC Wills and Trusts, delve into the intricacies of esta…
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13 min
Estate Planning for High-Net-Worth Families: Strategies to Protect Wealth Across Generations (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon and Brian Chew, Managing Attorney of OC Wills and Trusts, delve into the intricacies of esta…
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17 min
Irrevocable Trusts in California: When They Actually Make Sense (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the compl…
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17 min
Irrevocable Trusts in California: When They Actually Make Sense (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the compl…
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19 min
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies…
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19 min
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies…
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16 min
Do You Still Need a Will If You Have a Trust? (Understanding the Pour-Over Will) (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon is joined by Brian Chew, managing attorney of OC Wills and Trusts, to explore the crucial ro…
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16 min
Do You Still Need a Will If You Have a Trust? (Understanding the Pour-Over Will) (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon is joined by Brian Chew, managing attorney of OC Wills and Trusts, to explore the crucial ro…
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12 min
Prop 19 and Estate Planning: What California Homeowners Need to Know (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon sits down with Brian Chew, managing attorney of OC Wills and Trust, to discuss the significa…
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12 min
Prop 19 and Estate Planning: What California Homeowners Need to Know (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon sits down with Brian Chew, managing attorney of OC Wills and Trust, to discuss the significa…
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13 min
Beneficiary Designation Mistakes That Break Estate Plans (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon and guest Brian Chew, the managing attorney of OC Wills and Trusts, delve into the critical…
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13 min
Beneficiary Designation Mistakes That Break Estate Plans (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon and guest Brian Chew, the managing attorney of OC Wills and Trusts, delve into the critical…
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16 min
The Real Cost of Probate in California (With Real Numbers) (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew unveils the intricacies and expenses associated with probate in California. From the expensive l…
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16 min
The Real Cost of Probate in California (With Real Numbers) (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew unveils the intricacies and expenses associated with probate in California. From the expensive l…
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14 min
Funding Your Trust: Why Most Estate Plans Fail (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew discusses the critical importance of properly funding your trust. Many individuals mistakenly be…
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15 min
Funding Your Trust: Why Most Estate Plans Fail (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew discusses the critical importance of properly funding your trust. Many individuals mistakenly be…