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.

Jon Sanchez hosting The Jon Sanchez Show

35+ years

of estate planning &
financial advisory experience

1000+

of estate planning
consultations completed

Recent Episodes

Jul
15
Wednesday
Trustees

How To Make One Of The Most Important Decisions Of Your Life: Choosing Your Trustee

The person who carries out your wishes matters as much as what you leave. Jon discusses how to choose a trustee and how the wrong choice can lead to delays, family conflict and unnecessary stress.

Jul
15
Wednesday
Probate

What Happens To Your Home If It Goes To Probate?

For most families, the home is the largest asset. Jon explains what can happen to a house in probate: who looks after it, who pays the mortgage, whether it can be sold, and how long the process may take.

Tax efficient estate planning
your host

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.