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 | Twice monthly | Episodes | 237 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationSelf-ImprovementBusiness | |||
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Latest Episodes
What happens when the people who created a living trust pass away and I am now the one in charge as trustee?
In this episode, I walk through what a successor trustee actually does after death, what trust administration looks like, and why a properl... more
Control over your assets, your healthcare decisions, and your legacy — both while you are alive and after you pass away.
In this episode, I explain why estate planning is not just about what happens when you die. A proper estate plan actually gives... more
If I left my child a million dollars tomorrow, would it actually be protected from divorce?
In this episode, I walk through how inheritance works in California — especially in a community property state like ours — and why simply leaving assets out... more
What happens if you leave a large inheritance to a child who is struggling with substance abuse, gambling, or serious financial irresponsibility?
In this episode, I explain why leaving money outright to a vulnerable beneficiary can unintentionally ... more
What Happens to Your Pets When You Die? What actually happens to your pets when you die? In this podcast, I walk you through the 4 main ways you can make sure your animals—dogs, cats, birds, snakes, tortoises, even horses—are properly cared for after... more
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
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show centers on practical guidance for families navigating estate planning, with a strong emphasis on trusts (especially revocable living trusts), wills, powers of attorney, and advance healthcare directives. Episodes frequently explore how careful planning preserves control, protects assets, and reduces family conflict, using real-world scenarios to illustrate how to structure distributions, manage caregiver and beneficiary needs, and avoid probate. A recurring focus is California-specific considerations, including laws around living trusts, joint ownership, and trustee selection, often underscoring proactive planning before life events alter family dynamics. A notable strength is the host's emphasis on actionable steps, professional s... 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. Big Picture Retirement®
5. White Coat Investor Podcast
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this podcast launched 3 years ago and published 237 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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