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032: Legal Tips for Tutu from the Obenauf Law Group Team

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Manage episode 488542125 series 3567633
Content provided by Meg Obenauf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Obenauf or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tutu has questions, and we are here for them!

What if someone is the beneficiary of a trust, but the Trustee has not given them a copy of the trust or any idea what is happening?

How can she protect her property in case her child gets divorced or sued?

What if she already put that child on title? (sigh, tutu!!)

Her child wants to build an ohana on her property and take out a mortgage on tutu’s home. Should she say yes?

What is the best way for tutu to leave money to her favorite charity?

And a question from the team, if a client moved to Hawaii from a community property state like Washington or California, does that affect anything?

Resources from this Episode

Our website - https://www.obenauflawgroup.com/

Our socials - Instagram: https://www.instagram.com/obenauflawgroup/ | Facebook: https://www.facebook.com/ObenaufLawGroup/

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 488542125 series 3567633
Content provided by Meg Obenauf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meg Obenauf or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tutu has questions, and we are here for them!

What if someone is the beneficiary of a trust, but the Trustee has not given them a copy of the trust or any idea what is happening?

How can she protect her property in case her child gets divorced or sued?

What if she already put that child on title? (sigh, tutu!!)

Her child wants to build an ohana on her property and take out a mortgage on tutu’s home. Should she say yes?

What is the best way for tutu to leave money to her favorite charity?

And a question from the team, if a client moved to Hawaii from a community property state like Washington or California, does that affect anything?

Resources from this Episode

Our website - https://www.obenauflawgroup.com/

Our socials - Instagram: https://www.instagram.com/obenauflawgroup/ | Facebook: https://www.facebook.com/ObenaufLawGroup/

Follow and Review:

We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

  continue reading

34 episodes

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