Probate Hub: Blog & Podcast

Welcome to Probate Hub’s content hub—your go-to resource for navigating the probate process. Explore expert articles, practical guides, and podcast episodes covering real-world strategies, insights, and step-by-step breakdowns to help you handle probate with confidence.

055: What Really Happens to Retirement Accounts in Probate with Ryan Holloway Aug 11, 2026

Probate planning gets much more complicated once retirement accounts and real families enter the picture. Financial advisor Ryan Holloway, AWMA® expla...

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054: Avoiding Problems When Naming Charities in Your California Probate Plan with Brie Griset Smith Aug 04, 2026

Most clients know which causes they love — but not how to make that generosity work for decades after they’re gone. In this conversation, we hear gues...

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053: How to Choose the Right Probate Real Estate Agent and Protect the Estate with Rhett Fruitman Jul 28, 2026

Navigating an inherited property can feel overwhelming, especially when it collides with grief and family dynamics. We walk through that reality with ...

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052: Fiduciary Accounting Income vs. Taxable Income with Justin Miller Jul 21, 2026

Trust and estate income sounds simple until three different definitions collide. Sam Price sits down with Justin Miller, National Director of Wealth P...

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051: Why Heggstad Petitions Matter in California Trust Practice with Bob Bergman Jul 17, 2026

Trusts fail every day — not because they’re drafted badly, but because assets never quite make it inside. Probate attorney Sam Price and guest Bob Ber...

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050: Why Inherited IRAs Pose Unique Risks for Special Needs Beneficiaries with Darryl J. Lynch Jul 07, 2026

A million-dollar retirement account sounds like a blessing — until it accidentally disqualifies a child with special needs from critical benefits. We ...

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