Passing It On: Estate Planning for Families
Michael PevneyCalifornia estate planning lawyer Michael Pevney discusses various topics regarding the important world of estate planning. Living trusts. Revocable trusts. Wills. Durable power of attorney. Advance healthcare directives. Estate planning is extremely important for every family that wants to control what happens to their bodies and their property both while they're alive and after they pass away.
| Publishes | Weekly | Episodes | 232 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Self-ImprovementEducationBusiness | |||
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Latest Episodes
In this episode, I dive into one of the most common estate planning questions I get: Is a will enough? Or do I need a trust?
I break down when a will might be appropriate — and why, in most cases here in California, it falls short. Especially if yo... more
In this episode, I'm diving into one of the most important — and often misunderstood — parts of estate planning: choosing the right successor trustee. This isn't about who gets your assets. It's about who gives them out, and whether they're equipped ... more
Most brides don't wear their mom's wedding dress. Why not? It's sentimental, meaningful… and yet, rarely used.
In this episode, I'll explain what this has to do with estate planning, family homes, and why passing down property the wrong way can cre... more
Would your child make wise choices if they inherited $1 million tomorrow? If you're not sure—or if the answer is "definitely not"—this video is for you. I'm Michael Pevney, an estate planning lawyer based in Orange County, California, and today we're... more
In this quick estate planning episode, attorney Michael Pevney breaks down whether putting a rental property—or any business—into an LLC makes sense as part of your overall estate plan. Learn why the first layer of protection is always solid insuranc... more
If you've ever wondered how to add your home to a living trust — especially when there's a mortgage on it — this episode is for you.
I'm Michael Pevney, a California estate planning attorney, and I help families protect their homes, avoid probate, ... more
Confused about whether you need a will or a living trust? In this episode, Michael Pevney, an experienced California estate planning lawyer, breaks down the key differences between the two — so you can make the best decision for protecting your famil... more
A lot of people think their family will just automatically get their home or savings if they pass away without a trust — but that's not how it works in California. In this video, I'm walking you through exactly what happens when someone dies without ... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Focusing on the essential aspects of estate planning, the discussion centers around various legal tools and strategies families can employ to manage their assets and ensure their wishes are honored. Topics range from living trusts, wills, and durable powers of attorney to the emotional implications of passing on family legacies. The conversation is enriched with practical insights and real-life scenarios that make complex legal concepts more accessible to listeners. Unique features include the emphasis on California-specific regulations, which may appeal to local audiences navigating estate planning challenges.
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Complete Estate Planning
2. Estate Planning Strategies
3. Retirement Planning Education, with Andy Panko
4. Your Money, Your Wealth
5. The Long View
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this podcast launched 3 years ago and published 232 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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