Planning Ahead: Protecting Your Family, Your Assets, and Your Wishes

In this episode of The Senior Scoop, hosts Deborah and Kelsey Samuel welcome Julianna Malis, attorney and founder of Santa Barbara Estate Planning and Elder Law, for a comprehensive and compassionate conversation about estate planning, elder law, and long-term care preparation.

Julianna shares how her personal life experiences shaped her career and explains why estate planning is not a one-time task, but an evolving process designed to protect loved ones, preserve dignity, and avoid unnecessary stress during moments of crisis. From powers of attorney to trusts, Medi-Cal planning, and family conversations, this episode offers practical guidance for every stage of life.

🏡 Key Topics Covered

00:00 Welcome and introduction to estate planning and elder law

01:30 Julianna’s personal journey and what led her into estate planning

04:46 What estate planning really is and why it’s about protecting others

06:40 The risks of relying on the state’s default plan

07:18 Why powers of attorney and healthcare directives matter

09:09 Wills vs trusts and avoiding probate

11:17 Privacy, predators, and why probate is public record

12:19 Why estate plans need regular updates

15:27 Common mistakes like forgetting to fund a trust

17:28 Capacity, caregivers, and preventing undue influence

20:22 Planning for long-term care and elder law considerations

23:16 Medi-Cal planning and protecting assets for spouses

28:03 The sandwich generation and difficult family conversations

31:58 How to prepare for an estate planning meeting

34:29 Planning for pets, charities, and personal wishes

37:53 Being proactive and avoiding crisis-driven decisions

40:19 Closing reflections and next steps for families

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👤 Guest Information

Julianna Malis

🌐 https://www.sbelderlaw.com/

📍 14 W Valerio St, Suite A, Santa Barbara, CA 93101

📞 805-946-1550