The Jon Sanchez Show
Estate Planning Episodes With Jon Sanchez
Every Wednesday on The Jon Sanchez Show on Newstalk 780 KOH, Jon covers an estate planning topic: trusts, probate, trustees, beneficiaries and keeping your plan current. Listen to recent episodes below.
35+ years
of estate planning &
financial advisory experience
1000+
of estate planning
consultations completed
Recent Episodes
The 6 Best Assets To Inherit
Is a million dollars always a million dollars? Jon compares inheriting cash, life insurance, appreciated stock, a traditional IRA and a Roth IRA, and explains how the step-up in cost basis, the 10-year rule for inherited IRAs and a shared family home can change what heirs actually keep.
If You Can't Speak For Yourself: The Documents Your Family Needs Before A Crisis
If an accident or illness left you unable to communicate, who could pay your bills or talk to your doctors? Jon explains how a financial power of attorney and a health care power of attorney do different jobs, why a trust alone may not cover incapacity, and why these documents matter for young adults too.
How To Divide Your Estate Without Dividing Your Family
Jon looks at why splitting everything equally can still feel unfair to children. He covers equal versus equitable shares, caregiver children, the family home or business, choosing a trustee, and why talking through the plan while parents are alive can head off conflict.
When Is It Time To Restate Your Estate Plan?
A trust can be properly signed and still be out of date for your family today. Jon explains how to tell whether a plan is still current, needs a limited amendment, or calls for a complete restatement after life, asset, or law changes.
9 Ways To Keep Your Family Out Of Probate Court
Jon walks through nine planning steps that can help reduce the chance an estate ends up in probate court. He also explains that Nevada has special procedures for smaller estates and why the dollar thresholds matter.
Woman's Guide To Estate Planning: 10 Things Every Woman Should Know
If a spouse died tonight, would you know where the accounts, titles, and documents are? Jon shares three example situations at different life stages and ten questions every woman should be able to answer about her estate plan.
Jon Sanchez
STEP Founder, Specialized Trusts & Estate Plans.
Jon has spent 36 years advising families on their wealth.
He built S.T.E.P.™ after watching his own father's trust, drafted, signed, and notarized, turn out to be worthless because it was never funded.
