Estate Planning Made Simple with Vidhya Babu
Welcome to Estate Planning Made Simple, a podcast hosted by Vidhya Babu, an experienced California estate planning attorney dedicated to helping families protect their futures. Whether you're just starting your estate planning journey or looking to refine your plan, this podcast offers clear, actionable information to help you make informed decisions.
Each episode dives into essential topics like wills, trusts, beneficiary designations, and trust administration, while also addressing unique challenges such as estate planning for blended families or young adults.
- Update frequency
- every day
- Average duration
- 5 minutes
- Episodes
- 11
- Years Active
- 2025
What is an estate plan?
In this episode, Vidhya breaks down the basics of estate planning and why it's essential for everyone. While discussing incapacity or death is difficult, creating an estate plan ensures that your lov…
The Big Three: Essential Decisions for Your Estate Plan
In this episode, Vidhya walks through three essential decisions you'll need to make when creating your estate plan. She introduces the "money hat" (who will manage your finances if you are incapacita…
When should my kids (beneficiaries) get the money?
In this episode, Vidhya explores the pros and cons of distributing assets to beneficiaries early in life versus keeping them in trust for a longer period. She explains that keeping assets in trust ca…
Advisor Team Trifecta: How to Harmonize CPA, Estate, and Financial Planning
In this episode, Vidhya emphasizes the importance of collaborating with key advisors when crafting your estate plan, including a CPA, financial planner, and insurance agent. She explains how a well-r…
How to Fund your Trust
In this episode, Vidhya explains the next steps after signing your trust documents, focusing on the critical process of funding your revocable trust. She walks through how to properly transfer assets…
Trust Administration
In this episode, Vidhya explains the key components of trust administration and the duties involved after someone passes away. She outlines that the trustee’s role is to act in the best interests of …
What to do after your spouse passes away
In this episode, Vidhya provides essential guidance for surviving spouses on what steps to take after the death of their partner. She emphasizes the importance of contacting an attorney and CPA early…
I have an adult child leaving the nest...Do they need an estate plan?
In this episode, Vidhya discusses the essential estate planning needs for young adults as they step into adulthood. Whether they’re heading off to college or staying close to home, young adults shoul…
Estate planning isn’t just for your parents!
In this episode, Vidhya explains why estate planning is important for you as a young adult, even though you're just starting adulthood. She breaks down two essential documents that every young adult …
Estate Planning for Blended Families
In this episode, Vidhya addresses the complexities of estate planning for blended families and the steps necessary to ensure that everyone’s interests are considered. She emphasizes the importance of…
Legal Disclaimer
The content of this podcast is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this podcast for legal ad…