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
Why California Homeowners Should Think Twice About Joint Tenancy
How your home is titled can matter as much as what your plan says. Jon compares joint tenancy, community property, and holding title in a trust, and what each can mean for heirs after a death.
Should You Tell Your Kids What's In Your Estate Plan?
Do your children know who is in charge, where your documents are, and who to call? Jon discusses how much to share with adult children and how open conversations can reduce confusion and conflict later.
Your Trust Says What? 7 Estate Planning Surprises Your Family Doesn't Want To Find
Outdated successor trustees, a house never moved into the trust, unexpected beneficiary designations: Jon covers seven surprises families often find when they finally open a parent's trust, and how regular reviews can prevent them.
Who's Really In Charge When You Can't Be?
Estate planning also covers what happens if you are alive but unable to manage your affairs. Jon explains who steps in after a stroke, accident, or dementia diagnosis, and which documents, such as powers of attorney and healthcare directives, give them that authority.
Why You Don't Have To Be Wealthy To Need An Estate Plan
Many people assume trusts are only for the wealthy. Jon explains why estate planning is really about protecting people (a spouse, children, grandchildren and a home) regardless of the size of the estate.
The 10 Common Mistakes People Make With An Existing Trust
Creating a trust is just the beginning. Jon covers the ten most common mistakes he sees in existing trusts, from unfunded assets to outdated trustees and beneficiaries, and why having a trust doesn't mean the plan is current.
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.
