Tag Archives: Estate Planning

Real Talk # 323: The Crystal Ball (Part 2)

Posted on June 30, 2016 by Barry Mathis

So what does the future hold for you?  As I gaze deep into the Data, I see that we are coming to a crest of this upswing real estate cycle that has lasted nearly 7 years now. That much is a given by almost anyone who spends anytime at all watching the wind blow, whether from the shoreline or in the midst of the sea (as I am). The mystery lays in the timing of the next downturn, this is the question that everyone seeks the answer to, but THIS IS THE WRONG QUESTION! The right question is; “Given my unique circumstances, the resources I currently have and my past experiences, … Continue reading →

Posted in Radio Archive | Tagged , , , , , , , , , , , , , , | Leave a comment

Video: Where there’s a WILL there’s a way. But, having a TRUST is the best way.

Posted on September 19, 2014 by Barry Mathis

What’s The Difference Between A Will And A Trust? Attorney Mark Umeda and Barry Mathis discuss the fees and guidelines for wills and trusts.

Posted in Blog | Tagged , , , , | Leave a comment

If You Don’t Decide The Government Will Do It For You – Probate

Posted on September 18, 2014 by Jeff Dobrowski

Attorney Mark Umeda and Barry Mathis discuss what happens if you don’t create an estate plan before it’s too late. Here is a transcription from a clip of Real Talk on Real Estate episode 153 on probate Barry: Hey Mark, is Sammy Hagar someday going to have to use your services or the services of someone like you? Mark: At some point, everybody has to plan ahead and use the services of an estate claim attorney. Barry: So he probably does have an Estate Plan? So this is something that everyone has to do. Mark: I wouldn’t presume to believe that he has or doesn’t have a plan. Sometimes the … Continue reading →

Posted in Blog | Tagged , , , | Leave a comment

What Happens If You Die and You Don’t Have A Will, Trust or Estate Planning

Posted on September 17, 2014 by Barry Mathis

Real Estate Agent Barry Mathis and Attorney Mark Umeda Discuss What Happens To Your House If You Haven’t Prepared Your Estate By The Time You Pass From This Life Into The Next. Do you have any questions about probate? Maybe you know someone who went through it? What did you think of the video? Go ahead and comment below.

Posted in Blog | Tagged , , , , | 1 Comment

Real Talk # 293 We all gotta go sometime: Probate, Trusts and Estate Planning

Posted on September 13, 2014 by Jeff Dobrowski

Barry Mathis Talks Probate, Wills and Trusts, and Estate Planning with Mark Umeda in this podcast. Special guest Stan Novack, Sammy Hagar’s restaurant development director, joins us to talk about the grand re-opening of Sammy’s Island Bar and Grill in Roseville, CA. Enjoy the show! Don’t forget to subscribe on itunes.  

Posted in Radio Archive | Tagged , , , , | Leave a comment