Education Before Emotion: Shauna Anderson on Protecting Your Parents' Wishes

I've known Shauna Anderson for almost seven years, and she is one of those friends that I not only respect professionally but also personally as she is a mother of three. Shauna is a partner at Law Stein Anderson, and she spends her days in living trusts, probate, and estate planning. Here is what makes her different. The only thing she cares about more than her own family is giving a voice to people who cannot speak or fight for themselves. We sat down recently to talk about why so many families get blindsided when a loved one passes, and what you can actually do about it today. What you'll get out of this one: The two real reasons people keep putting off a living trust, and why neither one holds up A true story of a 23-month probate on a Laguna Beach home that cost a family tens of thousands of dollars How people get taken advantage of through title changes and joint tenancy, and how Shauna's team fights to get property back The single step Shauna says matters most before you ever sign a document, and it is a conversation, not paperwork Why the wealth transfer coming from the baby boomer generation makes this the most important talk to have with your parents right now Get in touch with Shauna: Law Stein Anderson Website: lsalawyers.com LinkedIn: linkedin.com/in/shaunaranderson Phone: (949) 501-4800 Need a mortgage partner who actually picks up the phone? That is what I do. Come find me at truepointlending.com. *Chapters* 0:00 Who this episode is for 2:05 Life with three kids and a house full of athletes 7:00 Shauna's story: La Verne law and Division 1 soccer 11:16 Meeting Matt Stein and joining Law Stein Anderson 17:39 Finding her "why" and why 55% of people have no plan 19:11 The two reasons people skip a living trust 21:32 The Laguna Beach probate that ran 23 months 24:14 How homes get taken through joint tenancy, and how to add guardrails 28:07 The $17 million Newport Beach trust and the son who came back 32:18 Petitioning the court to confirm your wishes 42:23 The one thing to do today: education before emotion 48:21 How to reach Law Stein Anderson