Shows / Protecting Your Legacy with Estate Planning
Protecting Your Legacy with Estate Planning
Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage of…
Episodes
Protecting Your Legacy with Estate PlanningSD Trusts for California Residents: How Can They Fit Into an Estate Plan? (Audio)
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Adam Grant, founding attorney of Stonewood Law Group PC, is joined by…
- Protecting Your Legacy with Estate Planning
SD Trusts for California Residents: How Can They Fit Into an Estate Plan? (video)
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Adam Grant, founding attorney of Stonewood Law Group PC, is joined by…
Protecting Your Legacy with Estate PlanningChallenging A Trustee in California: When Legal Action Becomes Necessary
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor and Adam Grant, founding attorney of Stonewood Law Group…
Protecting Your Legacy with Estate PlanningEstate Planning Is Only Half the Plan: What Families Need Beyond Legal Documents
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor is joined by Adam Grant, founding attorney of Stonewood Law…
Protecting Your Legacy with Estate PlanningUnderstanding Community Property in California Estate Planning
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Chelsey and attorney Adam Grant delve into the complexities of community…
Protecting Your Legacy with Estate PlanningUnderstanding Heggstad Petitions and Trust Funding Issues
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Chelsey is joined by Adam Grant, founding attorney of Stonewood Law Group…
Protecting Your Legacy with Estate PlanningUsing LLCs in Estate Planning: Structuring Assets and When Stacking Makes Sense
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor sits down with Adam Grant, the founding attorney of…
Protecting Your Legacy with Estate PlanningSmall Estate Affidavits in California: When They Work and When They Don’t
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor is joined by Adam Grant, founding attorney of Stonewood Law…
Protecting Your Legacy with Estate PlanningTrust Administration: What to Do When a Trustee Is Not Acting in Accordance With the Trust
Episode Summary: In this episode of *Protecting Your Legacy with Estate Planning*, attorney Adam Grant delves into the complexities of trust administration…
Protecting Your Legacy with Estate PlanningFiduciaries and Their Role in Estate Planning
Episode Summary: In this episode, Adam Grant, founding attorney of Stonewood Law Group PC, delves into the crucial role of fiduciaries in estate planning. He…
Protecting Your Legacy with Estate PlanningUpdating and Reviewing Your Estate Plan: When and Why It Matters
Episode Summary: In this episode, Adam Grant discusses the crucial step many families overlook – keeping their estate plan current. He emphasizes the…
Protecting Your Legacy with Estate PlanningTrust Administration 101: What Happens After Someone Passes Away
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, Adam Grant discusses the crucial steps involved in trust administration after…
Protecting Your Legacy with Estate PlanningUnderstanding Conservatorships in California: When and Why They’re Needed
Episode Summary In this episode, Attorney Adam Grant breaks down what conservatorships are, when they’re necessary, and how families can navigate the process…
Protecting Your Legacy with Estate PlanningHealthcare Directives and Powers of Attorney: Why Every Californian Needs Them
Episode Summary In this episode, Attorney Adam Grant breaks down two of the most important legal documents every adult should have — the health care directive…
Protecting Your Legacy with Estate PlanningProbate in California Explained: What It Is and How to Avoid It
Episode Summary In this episode of Protecting Your Legacy with Estate Planning, Adam Grant breaks down the complex process of probate and explains how families…
Protecting Your Legacy with Estate PlanningHow and Why Choosing Your Estate Planning Attorney Matters
Summary In this premiere episode of Protecting Your Legacy with Estate Planning, Adam Grant, founding partner of Stonewood Law PC in Encino, California, shares…