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 | Daily | Episodes | 226 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Categories | Self-ImprovementBusinessEducation | ||||
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Latest Episodes
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
Thinking about writing your will by hand? Think again. In this short episode, attorney Michael Pevney explains why handwritten wills (also called holographic wills) can leave your loved ones in years of conflict. Aretha Franklin's estate turned into ... more
Adding a child to your deed or relying on a will feels "simple," but it can spark tax shocks, creditor risk, and a long probate slog. In this quick episode, discover why a revocable living trust is the cleaner, court-free route:
• Joint tenancy p... more
Can a non-relative inherit your house, bank account, or prized guitar collection? Absolutely—if you set things up the right way. In this 7-minute episode, California estate-planning attorney explains:
• Why state law lets you leave assets to anyone... more
Still holding a property in Grandma's name years after she passed? That "do-nothing" approach can backfire fast. In this episode we unpack:
• How an un-transferred title drags the whole family into probate court—and keeps the judge in charge of who... more
Think living trusts are only for parents? Think again. If you own California real estate or have assets worth roughly $100,000 or more, a revocable living trust lets you decide exactly who gets what—and spares your heirs (or favorite charities) from ... more
Worried a lawsuit could wipe out everything you've built? In this value-packed episode, California estate-planning attorney Michael Pevney breaks down three proven layers of defense:
• Insurance, insurance, insurance – why an umbrella policy may be... more
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What is This Podcast about and what kind of topics does it cover?
The content revolves around the complexities of estate planning, particularly focusing on instruments like living trusts, wills, and power of attorney. Discussions often highlight the importance of proactive planning to ensure that families retain control over their assets and healthcare decisions, both during life and after death. Noteworthy episodes delve into real-life cases, emphasizing pitfalls to avoid, such as the risks of handwritten wills and the significance of properly funded trusts. The show aims to inform listeners about the realities of estate planning, countering common misconceptions and providing step-by-step guides for effective implementation. This practical, informative approach is likely appealing to those looking to sa... more
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These podcasts share a similar audience with this podcast:
1. Everything Estate Planning
2. Complete Estate Planning
3. Estate Planning Strategies
4. Stay Wealthy Retirement Podcast
5. The Advisor's Guide to Estate Planning
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this podcast launched 2 years ago and published 226 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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