Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning

Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning

Author: Nate Reineke June 11, 2025 Duration: 51:35

Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 years of experience. She breaks down some common misconceptions and mistakes physicians make when setting up trusts and wills, and delves into how a good estate planning attorney can help you avoid pitfalls. They also look at control group rules and how physicians may be messing up their retirement plans without even realizing it. 

If you are in Santa Barbara, or California, and want to work with Christine, you can contact her at croberts@mullenlaw.com or (805) 966-1501

Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com

 

See marketing disclosures at physicianfamily.com/disclosures


Finding a clear path through financial planning feels uniquely challenging when your career is in medicine and your heart is at home with family. The Physician Family Finances Podcast exists in that specific, demanding space. Host Nate Reineke, alongside co-host Chelsea Jones, brings their experience as Certified Financial Planner™ professionals directly to conversations with physician parents. They understand the dual pressures of managing a practice, caring for kids, and making smart long-term decisions with your earnings. Each episode moves beyond generic advice to tackle the real questions you face, from navigating student loan strategies and investment options tailored to a physician's timeline to planning for retirement without sacrificing your family's present. This isn't about quick tips; it's about building a sustainable framework that aligns with your values and goals. Tune in for a candid, practical discussion that makes complex topics like tax laws and wealth building accessible, so you can gain confidence and clarity with your finances. The entire podcast is built on the principle that securing your future should feel like an achievable part of your life's work, not an overwhelming distraction from it.
Author: Language: English Episodes: 100

Physician Family Finances Podcast
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