Wills and Trusts For Generations X and Y.

Christie Asselin, Esq. Wills, Trusts & Probate•lawyercma.com

Welcome to Wills and Trusts For Generations X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English (mostly). I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA.

As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power!

If you want to schedule a consultation, I’d love to hear from you. You can call my office at 818/248-2183 to do that or check out my website where you can book online. LawyerCMA.com.

Last refreshed: July 6th, 2025 at 4:35 AM ⓘ

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Episodes

Certified Financial Planner Jeff Weston, Tortuga Wealth Management

Welcome back to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles-based attorney with wills and trusts clients all over CA. In this episode, I have the opportunity to speak with Jeff Weston, CFP. He is with Tortuga Wealth Management, a South Bay Los Angeles wealth management firm. He can be reached at 310-929-0109; jeff@tortugawealth.com . We discuss what it actually means to be a CFP (hint:...

Dec 11, 2023•34 min

What Is Title Insurance Anyway?

Ready to take control of your real estate journey? Unravel the complex world of title insurance with me, your host Christie Asselin. Together, we'll dissect the differences between title insurance and other types of insurance, as well as the significant role it plays in shielding homeowners and lenders from legal claims tied to property ownership. Christie will draw from real-life Reddit examples because nobody quite knows what title insurance does. While this podcast is packed with beneficial i...

Oct 03, 2023•20 min•Season 1Ep. 5

Residential, Commercial and Private Money Loans For Beneficiaries: A Breakdown With Mona Elhalwagy

Get ready for an enlightening discussion as I sit with the accomplished Mona Elhalwagy, a wholesale lender and lawyer. From sharing her unique journey as both a lender and a lawyer, to explaining what wholesale lending entails and why she stuck around post-law school, Mona delivers a powerhouse of insights. She wears multiple hats, representing lenders, educating brokers on loan products, and structuring loans to increase approval odds. Forbix Capital is where she is currently trailblazing with ...

Sep 08, 2023•20 min•Season 1Ep. 4

Your Journey through Trust Administration

Ready to unravel the mysteries of trust administration? With this episode of Wills and Trusts for Generations X and Y, your host Christie Asselin, promise to equip you with the knowledge to navigate this complex process. From understanding trust assets and their correct titling to exploring the pivotal role and responsibilities of a trustee, Christie will be your guide every step of the way. Hear about the five-step process every trustee must undertake, starting with notifying beneficiaries and ...

Jun 27, 2023•10 min

5 Minute Probate Mastery

Navigating the probate process in California can be overwhelming, especially if you're unsure about the necessary steps and costs involved. Los Angeles-based attorney Christie Asselin demystifies this often intimidating process in our latest episode, providing invaluable insights and guidance on all aspects of probate administration. Listen in as Christie explains how to determine whether a probate petition needs to be filed, as well as the various steps required for handling the distribution of...

Jun 17, 2023•6 min•Season 1Ep. 3

Navigating Probate and Trusts

Hello everyone! Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! This content is taking from an interview conducted by Carin Hoffman, of Compass Real Estate La Canada. You can find Carin here: https://www.co...

Jun 08, 2023•36 min•Season 1Ep. 1

Introduction

Show Transcript: Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! Today, we’ll be going over an introduction to the podcast. Let’s get started! Transcription: Hello, everyone, welcome to Wills and Trusts for...

May 26, 2023•4 min0

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