Estate Planning Beyond the Binder
Estate Planning Beyond the Binder
Podcast Description
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, parents, homeowners, business owners, and anyone thinking about their future. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.
Podcast Insights
Content Themes
The podcast focuses on essential estate planning topics including the importance of comprehensive planning, trust funding, child protection strategies, and avoiding common pitfalls. Episodes like 'What's Next After Setting Up the Binder' and 'Estate Planning 101 — The Binder & Child Protection Planning' highlight actionable steps for families and individuals, with a special emphasis on protecting minor children and maintaining updated plans.
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.
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.
Disclaimer
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