Probate Hub: Blog & Podcast

Sam Price sits down with Bree Herman, founder of Herman Ledge Services, to talk about the financial systems that keep law firms out of trouble and in the black. Bree works with solo attorneys and growing firms across the country, specializing in Clio Manage and QuickBooks Online, and she brings a pr...

When a loved one enters a nursing home, most families assume they're safe. James Morgan, founding partner at Lanzone Morgan, LLP in Long Beach, has spent 26 years proving that assumption wrong and fighting back when it fails.

Morgan breaks down how skilled nursing facilities are licensed in Cali...

Most estate plans fail before anyone dies. The trust document is fine — the funding, the beneficiary designations, the asset titling — that's where families get blindsided. Sam Price sits down with Josh Yager, Esq., CFP®, and Managing Partner of Anodos Law, to walk through the estate audit: a six-st...

When a business owner dies, the employment liabilities don't die with them. In this episode of Probate Notes, Sam Price sits down with Karen J. Sloat, founder of SLO Law Group, to break down what probate attorneys need to know about California labor law: wage and hour claims, caregiver misclassifica...

Sam Price sits down with Stephen Walter, CEO of Hello Sunset, to tackle one of probate's most frustrating problems: finding a decedent's assets and debts when the family has no idea where to start. No bank statements. No policy numbers. No phone access. Just a death certificate and a lot of unanswer...

In this episode of Probate Notes, Sam sits down with Bruno Bianchi, a veteran fitness coach and personal trainer with over 25 years of experience, to explore how busy legal professionals can take better care of their bodies — and why it matters more than they might think. Bruno breaks down the four ...