Episode 288

Avoid Probate, Save Thousands: The Truth About Estate Planning with Oscar Vasquez

Published on: 5th May, 2025

Are you prepared for what happens to your assets when you're gone? Most people aren’t—and the consequences are devastating. In this powerful episode of I Date Money, Lisa sits down with estate planning expert Oscar Vasquez, who’s helped thousands of families avoid the nightmare of probate court and secure their legacy through living trusts.

Discover:

  • The 4 costly truths about probate no one tells you
  • Why a will is not enough to protect your home or business
  • Real-life stories of families who lost their inheritance—and how it could have been prevented
  • How to create a legally valid living trust for a fraction of the cost of an attorney
  • Why estate planning is the foundation of your financial plan (especially for entrepreneurs)

Find out more here:

https://estatedocprep.com/

24/7 AI Estate Planning Hotline: 805-909-4689

$1000 discount with code DATEMONEY

Listen now and take the first step in protecting your wealth and loved ones.

Thank you for tuning into this week’s episode of I Date Money! 🗝🌬💖💸

If today’s conversation sparked an aha moment or gave you a new perspective on your relationship with money, we’d love to hear from you! Your journey to financial empowerment starts here.

Here’s your next step:

Take the Money Archetype Quiz to discover your unique money personality and gain clarity on how to manage and grow your wealth. It’s a game-changer!

👉 Meet Your Money Archetype

📲 Stay Connected

💬 Let’s Keep the Conversation Going

What resonated most with you from today’s episode? Share your thoughts by leaving a 🌟🌟🌟🌟🌟 Star Review & share the podcast with all of your entrepreneur friends who are ready to find #truewealth!

Remember, it doesn't matter how much money you make; it's what you do with it

🗝️🌬️💖💸

Intro/Outro music "IDM" by Christa Lily

Next Episode All Episodes Previous Episode
Show artwork for I Date Money

About the Podcast

I Date Money

Fall head over heels in love with money! Lisa and her guest share their money stories, the rollercoaster ride we take with finances, money management, tips, and strategies to multiply the money you already have. We're talking about activating wealth to unlock your financial genius. 💸Receive money with grace 💸 Support causes you love with generosity 💸 Save money with ease 💸 Design your financial future with confidence. It doesn't matter how much money you have; it's what you do with it 🗝️ 🌬️ 💖 💸

About your host

Profile picture for Lisa Drennon

Lisa Drennon

Lisa Drennon, Wealth Activator & founder of I Date Money™️ has been in the finance & insurance industry since 1987. Her unconventional Money Multiplier System transformed her money relationship to become a self-made millionaire, retire 2 ½ years early, pay $100K of debt in 6 months, & relocate to her beachfront dream home.