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Artwork for Passing It On: Estate Planning for Families

Passing It On: Estate Planning for Families

Michael Pevney
Estate Planning
California
Trusts
Probate
Revocable Living Trust
Living Trust
Living Trusts
Wills
Probate Process
Trustee
Real Estate
Mortgage
Legalzoom
Bank Accounts
Durable Power Of Attorney
Beneficiaries
Life Insurance
Joint Ownership
Inheriting Debt
Insurance

California 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.

PublishesTwice monthlyEpisodes238Founded3 years ago
Number of ListenersCategories
EducationSelf-ImprovementBusiness

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Artwork for Passing It On: Estate Planning for Families

Latest Episodes

What happens when someone receives a serious medical diagnosis, speaks with an estate planning attorney, and then decides to wait? In this video, I share another real-world estate planning story that almost ended very differently. A family contacted ... more

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

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Host

Michael Pevney
Estate planning lawyer who introduces and explains concepts in each episode across California estate planning practice. Provides educational content and practical guidance on trusts, wills, powers of attorney, and related topics.

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Apple Podcasts
#145
Poland/Business

Talking Points

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Do Inheritance Taxes Affect You? Understanding Estate Tax Rules
Q: What about inheritance tax? Is it voided with a living trust?
No, it is not voided with a living trust.
Protect From Lawsuits! Top 3 Asset Protection Secrets REVEALED!
Q: How do you protect your assets from getting sued?
By having good insurance coverage, including car, homeowners, and an umbrella policy, and incorporating your business to separate personal and business assets.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This series centers on practical, actionable estate planning guidance tailored for families in California. Host Michael Pevney breaks down core tools—revocable living trusts, wills, durable powers of attorney, and advance healthcare directives—and explains how to use them to control asset distribution, healthcare decisions, and probate avoidance. Episodes blend step-by-step instructions, case-based cautions, and strategic planning tips (such as selecting trustees, structuring distributions, and avoiding common pitfalls) with relatable anecdotes about family dynamics, disability planning, and long-term wealth protection. A recurring emphasis is proactive planning and keeping documents aligned with life changes and evolving families, includin... more

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These podcasts share a similar audience with this podcast:

1. Complete Estate Planning
2. Everything Estate Planning
3. Let's Talk Estate Planning
4. Ready For Retirement
5. Retirement Planning Education, with Andy Panko

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this podcast launched 3 years ago and published 238 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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