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  • Navigating Estates: Common Pitfalls and Pro Tips
    2025/12/18

    Handling a loved one’s estate isn’t just paperwork—it’s emotions, relationships, timing, and sometimes, family drama. Estate attorney Haley Rohrbaugh joins me to break down the REAL challenges families face, the mistakes that quietly cost thousands, and the simple planning steps that save families years of stress.


    Haley brings 20+ years of experience in estate law, bankruptcy, and mediation—and she doesn’t sugarcoat what actually happens inside families when someone passes.


    Key Discussion Points

    • 00:00 – Why families struggle with estate administration
    • 01:52 – The #1 source of estate drama (and how to prevent it)
    • 03:34 – Why executors fight over the role — even when it’s a ton of work
    • 05:18 – When Medicaid wipes out an estate
    • 06:38 – What smart pre-planning actually looks like
    • 07:11 – The “nervous gift” approach to avoid disputes
    • 08:06 – Why working with an attorney early saves money
    • 09:21 – What happens when family takes items too soon
    • 11:40 – Sentimental items vs. taxable assets
    • 13:06 – What REALLY needs to be valued in an estate
    • 14:13 – When multiple family members want the same property
    • 15:17 – How LLCs help families keep properties together
    • 16:35 – Estate attorneys as mediators
    • 17:21 – Haley’s path from Carrabba’s to estate law
    • 19:19 – Growing up between PA and Florida
    • 21:27 – How she met her husband through law
    • 23:01 – Life as a working mom balancing a demanding legal career
    • 26:38 – How we originally connected
    • 29:10 – Haley’s top tips for avoiding costly mistakes
    • 30:04 – Why every adult needs a power of attorney
    • 32:01 – Why 18-year-olds should have basic estate documents
    • 33:56 – Make pre-planning fun: the “jewelry party” method
    • 36:02 – Why she once drafted a Viking funeral into a will
    • 37:14 – Hiring professionals vs. family DIY
    • 38:43 – Estate planning events & resources
    • 41:48 – How to get started with Haley
    • 43:22 – How often to update your documents


    If you’ve ever wondered when to start planning, how to avoid family conflict, or what really matters in an estate, this conversation will be eye-opening.


    Don’t forget to:

    👍 Like this video

    🔔 Subscribe for more real conversations about estate planning and family transitions

    💬 Comment with the biggest insight you’re taking away

    🔗 Share this with someone who needs to hear it before life gets complicated


    #EstatePlanning #ExecutorTips #FamilyEstate #ElderLaw #EstateAttorney #RealEstateTransitions #EstateAdministration #EndOfLifePlanning #LegacyPlanning #BodaciousEstateConversations

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    45 分
  • Real Estate Scams Exposed: What Every Homeowner Needs to Know | Shanna Terroso | EP 105
    2025/12/04

    Today’s conversation with Shanna Terroso pulls back the curtain on the scams quietly sweeping the real estate world—from vacant-land fraud to identity spoofing to rental listings that never existed in the first place. If you've ever thought “that could never happen to me”, this episode will make you rethink your safety checklist.


    Shanna shares two decades of frontline experience, practical protections every homeowner should activate immediately, and the surprising tactics scammers are using to trick even seasoned professionals. She also delves into the community-driven work her association is undertaking—and why something as simple as helping someone obtain an ID can alter the entire trajectory of their life.


    Key Discussion Points

    • 00:00 — Why property fraud is surging and what homeowners aren’t being told
    • 01:26 — The rise of vacant-land scams and the “perfect seller” illusion
    • 02:55 — Fake passports, fake IDs, and digital paperwork traps
    • 03:23 — Why refusal to meet on video is a massive red flag
    • 05:08 — The Connecticut case that still shocks industry veterans
    • 07:11 — Why title companies now need three weeks
    • 08:02 — The hidden safety app realtors should be using
    • 09:48 — When your gut says no—and why you should listen
    • 11:30 — Protecting your property with free county notification alerts
    • 13:45 — How families can safeguard elderly or out-of-state property owners
    • 14:40 — When scammers target estates and deceased individuals
    • 15:35 — Why “too good to be true” is still undefeated
    • 16:24 — What near-homeless outreach looks like behind the scenes
    • 18:03 — Removing identification barriers and changing lives
    • 19:32 — Shanna’s path into real estate leadership
    • 21:53 — Volleyball coincidences and meeting her future husband
    • 22:40 — Parenting, sports, and raising future leaders
    • 23:54 — What the family does when they’re not at sports
    • 25:34 — How to donate or get involved in community events
    • 26:54 — The rental-listing scam catching tenants off guard
    • 28:57 — Why “too cheap to be true” rental prices are a giant trap
    • 29:22 — The new digital-currency scam targeting realtors
    • 31:34 — Final advice: vigilance, intuition, and protecting your future
    • 32:00 — Closing reminders + how to keep your assets safe


    Whether you’re a homeowner, investor, real estate pro, or simply someone with property in the family, this episode arms you with clarity, vigilance, and a few clever prevention moves.


    Before you go, take a minute to safeguard someone else’s home, too:

    👍 Like the episode to support conversations that protect homeowners

    🔔 Subscribe so you never miss new fraud-prevention insights

    💬 Share your biggest “aha” moment—it might save someone a headache

    🔗 Pass this episode to a friend, client, or family member who needs these tips


    #RealEstateScams #HomeownerProtection #PropertyFraud #VacantLandScams #RealEstateSafety #ProtectYourProperty #RealEstateTips #HousingSecurity #RealEstatePodcast #HomeSecurityAwareness #FraudPrevention #RealEstateEducation #EstatePlanning #PropertyOwnership #RealEstateIndustry

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    33 分
  • Lemonade Property Services: Smart Maintenance for Every Home | Tomas Almanza | EP 104
    2025/11/20

    Kasey King sits down with Tomas Almanza—pastor, dad of five, and founder of Lemonade Property Services—to talk about turning $288,000 worth of “lemons” into a thriving, trust-driven home-maintenance company serving York County.


    This isn’t a fluffy contractor chat. It’s a deep look at integrity, resilience, and the real pain points homeowners face when they need help—and don’t know who to trust.


    From scam recovery, to why small repairs snowball, to what every homeowner should be doing twice a year, Tomas breaks down the systems he built to protect people, save money, and restore peace of mind in their homes.


    Key Discussion Points

    00:00 – Opening: The messy feelings of managing a loved one’s property

    01:52 – Meet Tomas Almanza: pastor, father of five, and founder of Lemonade Property Services

    03:10 – The $288,000 loss that sparked an entire company

    07:40 – Why trust is the #1 problem in home maintenance

    10:15 – What Lemonade actually does (from handyman to pest control to deep cleaning)

    13:55 – “Rent-a-Man” & “Rent-a-Maid”—how homeowners can finally get reliable help

    19:28 – Maintenance plans for investors vs. homeowners

    28:12 – The most common repair & prep work before selling a house

    33:10 – High-end painting + move-in upgrades

    36:45 – The dream: one company for all property needs

    41:22 – Life story: Chicago roots, ministry, and entrepreneurship

    55:20 – Faith, paradox, and finding purpose through setbacks

    01:02:10 – How to contact Lemonade Property Services

    01:05:50 – Final thoughts and resources


    If you want practical property-maintenance strategies, an insider look at the trades, and a story that proves you can build something meaningful out of a mess, this one’s for you.


    Before you head out, do the simple things that genuinely help this show reach the people who need it most:

    👍 Like this episode to support conversations that make homeownership less confusing

    🔔 Subscribe so you never miss practical guidance or real stories

    💬 Drop a comment — what part of Tomas’s story or strategy hit home for you?

    🔗 Share this with someone who’s overwhelmed with a property and could use trustworthy help


    #EstatePlanning #HomeMaintenance #RealEstateTips #PropertyManagement #DownsizingJourney #LemonadePropertyServices #BodaciousEstateConversations #HomeownerHelp #YorkCountyPA #EntrepreneurStory #FaithAndBusiness

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    44 分
  • Planning for Peace of Mind: Insights from an Estate Attorney | Carrie Pugh | EP 103
    2025/11/06

    In this episode of Bodacious Estate Conversations, host Kasey King sits down with Carrie Pugh, an estate planning expert with over 20 years of experience in the field.


    Carrie shares her powerful personal story of how a life-threatening stroke changed her entire career focus and why she's now passionate about helping families protect what matters most.


    What You Will Learn:

    0:00 - Introduction to Carrie Pugh

    2:25 - What makes her law firm different

    5:08 - Common estate planning mistakes (LegalZoom warning!)

    6:26 - Can you put a mortgaged home in a trust?

    8:42 - Understanding probate: Is it really a "bad word"?

    11:40 - Carrie's personal story: The stroke that changed everything

    15:02 - Why even married couples need estate planning documents

    17:36 - From aspiring veterinarian to estate attorney

    20:05 - Upcoming events and how to schedule a consultation

    21:11 - The #1 tip for avoiding costly mistakes


    Key Takeaways:

    A will alone is NOT enough, it doesn't protect you while you're alive

    Your spouse CANNOT automatically make decisions for you

    LegalZoom and online templates often miss critical state-specific laws

    Everyone over 18 needs SOME form of estate planning

    Probate in Pennsylvania isn't as scary as you think

    The best time to plan is BEFORE you need it


    About Carrie Pugh

    Carrie specializes in estate planning and administration. She's also an equestrian, triathlete, half Ironman finisher, and avid reader (3-4 books per week!). After surviving a major stroke six years ago without any estate planning documents in place, she redirected her career to help others avoid the same mistake.


    About Bodacious Estate Conversations

    Join Kasey King as she explores the world of real estate, estate planning, and life's most important conversations with industry experts and fascinating guests.


    SUBSCRIBE for more expert insights on estate planning, real estate, and protecting your family's future!


    COMMENT BELOW: Do you have estate planning documents in place? What's holding you back?


    #EstatePlanning #LegalAdvice #WillsAndTrusts #PowerOfAttorney #ProbateLaw #FinancialPlanning #AssetProtection #PennsylvaniaLaw #FamilyProtection #LegacyPlanning #RealEstatePlanning #FinancialLiteracy #LegalTips #PeaceOfMind #BodaciousEstateConversations

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    21 分
  • From Claims to Coverage: Smart Insurance Strategies for Estates | Shane Hulbert | EP 102
    2025/10/23

    Inheriting a home? Don't make costly insurance mistakes! When you inherit property, understanding vacant home insurance, estate insurance policies, and when to file claims can save you thousands of dollars.


    In this episode of Bodacious Estate Conversations, Kasey King interviews Shane Hulbert, a top insurance broker, who reveals:

    ● Vacant home insurance vs. standard homeowners insurance

    ● The 30-60 day vacancy rule for inherited properties

    ● When to file insurance claims (2x deductible rule)

    ● How long claims stay on your record (5 years)

    ● Probate property insurance requirements

    ● Why call a broker BEFORE your insurance company

    ● Coverage for frozen pipes, vandalism & fire damage


    Key Moments

    ● 00:00 - Introduction to Shane Hulbert

    ● 01:11 - First Steps When You Inherit a Home

    ● 02:21 - Understanding Vacancy Clauses (30-60 Days)

    ● 03:17 - Vacant Policy vs. Standard Homeowners Insurance

    ● 05:00 - Frozen Pipes & Custom Coverage Options

    ● 05:56 - Biggest Insurance Surprises & Claim Denials

    ● 08:10 - The Squirrel Story: Why Honesty Matters

    ● 10:20 - Call a Broker FIRST, Not Insurance Companies

    ● 11:23 - The "2x Deductible Rule" Explained

    ● 13:32 - How Long Claims Stay on Your Record

    ● 15:10 - Real-Life Estate Insurance Walkthrough

    ● 29:29 - Shane's #1 Time-Saving Tip

    ● 32:14 - How to Contact Shane

    BEST QUOTE

    "If you have a $1,500 deductible and repairs cost $1,600, pay it out of pocket. But if it's $3,000-4,000, file the claim."—Shane Hulbert

    Contact Shane Hulbert

    Website: ShaneSellsCoverage.com

    Phone: 410 267 3653

    Email: shane.hulbert@goosehead.com


    ABOUT THIS PODCAST

    Bodacious Estate Conversations offers practical advice for executors, heirs, and families navigating estate settlement, probate, and the management of inherited property.

    SUBSCRIBE for more estate planning and real estate tips!

    #InheritedProperty #EstateInsurance #VacantHomeInsurance #ProbateProperty #RealEstateInvesting #HomeownersInsurance #EstateSettlement #InheritedHouse #InsuranceTips #RealEstatePodcast

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    34 分
  • Introducing Bodacious Estate Conversations | Kasey King | EP 101
    2025/10/09

    Welcome to the very first episode! In this special premiere, we flip the script. Instead of Casey interviewing a guest, producer Nick interviews Casey to uncover the story behind Bodacious Properties and why this podcast exists.


    What You'll Learn in This Episode:

    ✅ The Accidental Discovery

    ✅ The Real Problems Families Face

    ✅ Casey's Journey

    ✅ What's Coming This Season


    The Mission: To provide the guidance, resources, and support families desperately need during one of life's most overwhelming transitions—because you shouldn't have to figure it out alone.


    📞 CONTACT CASEY KING: Phone: (717) 345-3477 E

    mail: CaseyTalkingKing@BodaciousProperties.com


    📺 CHAPTERS:

    0:00 - Welcome to the Show

    0:57 - How Casey Discovered This Business

    3:42 - The Gap in Estate Services

    4:28 - What to Expect This Season

    7:00 - "It's Always the Sibling"

    8:27 - The Hidden Dangers of Vacant Homes

    10:36 - Free Resources You Didn't Know Existed

    11:34 - Why This Podcast Exists 14:02 - Casey's Origin Story

    16:56 - The Failed LLC That Wasn't a Failure

    18:03 - Rich Dad Poor Dad Changes Everything

    19:35 - $4.5M in Sales Year One

    20:28 - Lessons from Dad's Job Sites

    22:36 - The Manufacturing Years

    25:14 - Career Philosophy: One Light Post at a Time

    27:12 - When Opportunities Come Back Around

    28:16 - Being a Woman in Real Estate

    30:40 - The Handshake That Changed Everything

    32:10 - The CEO Lunch Story 35:22 - How to Connect & Subscribe


    🔔 SUBSCRIBE for weekly expert conversations on estate management, family transitions, and real estate solutions!

    👍 LIKE this video if you found Casey's story inspiring!

    💬 COMMENT below: What part of Casey's journey resonated most with you?

    📤 SHARE with anyone who might be handling an estate or planning for the future!


    This podcast is dedicated to everyone facing the overwhelming task of managing an estate. You are not alone. There is help. There is hope. There is community.

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    38 分
  • Bodacious Estate Conversations
    2025/10/09

    Bodacious Estate Conversations helps executors, powers of attorney, and families navigate the practical and emotional challenges of managing and selling estates. Its purpose is to share clear advice and real life experiences that guide listeners through legal, financial, and logistical decisions with confidence. The vision is to be the trusted source for anyone handling a loved one’s property, offering insight and support every step of the way.


    Guests include executors, family members, attorneys, financial advisors, senior care professionals, and other experts who bring both personal stories and professional guidance. Each conversation offers actionable takeaways, helping listeners avoid common mistakes and approach estate transitions with clarity and peace of mind.

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    1 分