Passing It On: Estate Planning for Families
By Michael Pevney
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Episodes: 172
Description
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.
| Episode | Date |
|---|---|
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Avoiding probate should be a key part of your estate planning strategy.
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Oct 30, 2024 |
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A living trust is one of the best ways to smoothly pass along a legacy.
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Oct 28, 2024 |
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Can you refinance a home that’s inside a living trust?
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Oct 25, 2024 |
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Adding your child’s name to your home’s deed?
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Oct 23, 2024 |
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When somebody is either in the hospital or on hospice, estate planning can be very difficult
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Oct 21, 2024 |
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A revocable living trust gives you control, meaning no restrictions while alive.
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Oct 18, 2024 |
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A bad trustee. It is essential that the trustee follow the terms of the trust as written.
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Oct 16, 2024 |
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Gifting assets during your life is a powerful estate planning tool
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Oct 14, 2024 |
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A revocable trust means we have complete control over it while we are alive.
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Oct 11, 2024 |
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Probate can take a very long time.
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Oct 09, 2024 |
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How to protect yourself from unethical lawyers.
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Oct 07, 2024 |
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How Do Children Inherit Real Estate From A Trust?
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Oct 04, 2024 |
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You Can Put An Out Of State Business In A California Trust
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Oct 02, 2024 |
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Where To Keep Your Living Trust and Estate Plan?
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Oct 01, 2024 |
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Home With A Mortgage? Put It In A Trust
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Sep 30, 2024 |
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Using Beneficiaries For Estate Planning
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Sep 27, 2024 |
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What Happens When You Die Intestate?
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Sep 26, 2024 |
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Naming Guardians For Children
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Sep 25, 2024 |
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Important Documents For Young Families
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Sep 23, 2024 |
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A Trust Is A Private Not Filed With Any Government Agency
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Sep 20, 2024 |
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Avoiding Probate By Giving Gifts
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Sep 18, 2024 |
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A Power Of Attorney (POA) Is An Important Legal Document
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Sep 16, 2024 |
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Property Taxes Do Not Change When You Place A Home In A Trust
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Sep 13, 2024 |
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Probate Is A Legal Process After Death. Avoid It.
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Sep 11, 2024 |
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Does a bank account with a Transfer on Death (TOD) beneficiary needs to go through probate?
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Sep 09, 2024 |
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Why Estate Planning Is Essential For Young Families
|
Sep 06, 2024 |
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🏡 Thinking About Gifting Your Home To Your Children?
|
Sep 04, 2024 |
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What’s the best way to find an estate planning lawyer?
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Aug 30, 2024 |
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Can a felon be a part of your trust? Yes.
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Aug 28, 2024 |
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Avoiding probate is a key goal for many people.
|
Aug 27, 2024 |
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Legal Zoom is primarily a document preparation service.
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Aug 26, 2024 |
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Put mom‘s house inside of a trust by using a power of attorney? Maybe.
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Aug 23, 2024 |
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Smith sell a home that’s already in a trust? Sure.
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Aug 21, 2024 |
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3 Ways To Leave Your Home To Your Kids
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Aug 20, 2024 |
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Can A Home With A Mortgage Go Inside a Living Trust?
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Aug 20, 2024 |
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It is important to fund a trust.
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Aug 19, 2024 |
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Property Taxes Do NOT Go Up If You Put Your Home In A Trust In California
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Aug 16, 2024 |
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When You Pass Away Without an Estate Plan
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Aug 15, 2024 |
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Retirement accounts cannot go inside of a trust while you are alive.
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Aug 14, 2024 |
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A rental property should often go inside of an LLC.
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Aug 12, 2024 |
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It may not be a legal requirement to notarize a trust, it is always a good idea.
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Aug 10, 2024 |
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If You Have A Trust, You Still Need A Will
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Aug 08, 2024 |
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The probate process is time-consuming and expensive, especially in California.
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Aug 07, 2024 |
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Does A Trust Need A Bank Account?
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Aug 06, 2024 |
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A Trust Should Not Be Handwritten.
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Aug 05, 2024 |
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a Complete Estate Plan is more than just a will or a trust.
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Aug 02, 2024 |
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What happens when there are co-trustees that don’t agree?
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Jul 31, 2024 |
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Owning property means you don’t need permission to decide where it goes when you die.
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Jul 29, 2024 |
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Keep property taxes on California investment homes low.
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Jul 26, 2024 |
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A business can go inside of a trust, just like a house can.
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Jul 24, 2024 |
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Home was owned by two people, and both died. Now what?
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Jul 22, 2024 |
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A trust can be funded years after it is set up.
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Jul 19, 2024 |
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Right of survivorship with real estate means the last person standing owns it.
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Jul 17, 2024 |
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Can you put an out-of-state home inside of a trust?
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Jul 15, 2024 |
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What if you set up an estate plan while married and then got divorced?
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Jul 12, 2024 |
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A trust only controls property that is inside of the trust.
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Jul 10, 2024 |
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Dad is on the deed to grandma’s house, but dad passed away. What happens?
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Jul 08, 2024 |
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Can you buy out the other beneficiaries of a trust?
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Jul 03, 2024 |
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Most trusts do not need a credit rating.
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Jul 01, 2024 |
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Trusts as beneficiaries.
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Jun 28, 2024 |
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Putting a home inside of a trust is often as simple as signing a new deed and filing it.
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Jun 26, 2024 |
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A home going inside of a trust in CA is not going to affect your property taxes or your mortgage.
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Jun 24, 2024 |
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Cryptocurrency can go inside of a trust, just like any other type of asset.
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Jun 21, 2024 |
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Please don’t hand write a will. It is a recipe for disaster.
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Jun 19, 2024 |
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Trusts are private documents. The only people entitled to see them after the pe
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Jun 17, 2024 |
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How to create a trust keeping children protected from divorce.
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May 31, 2024 |
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Trust are private documents, to a point. They are typically not filed with any government agency, bu
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Apr 29, 2024 |
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A trust is usually better than a will, for passing along real estate for four reasons. Cost, control
|
Apr 27, 2024 |
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You might be able to transfer real estate using a power of attorney document, if that power of attor
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Apr 24, 2024 |
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Avoid probate with a living trust. Probate is expensive, putting property inside of trust
|
Apr 22, 2024 |
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Inheritances are separate property, even if you live in a community property state like California.
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Apr 20, 2024 |
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a home with a mortgage, if it’s your primary residence can go inside of a trust. This is
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Apr 18, 2024 |
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property inside of a revocable living trust can be used as a collateral on a loan because you have c
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Apr 15, 2024 |
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Life insurance is an important part of any estate plan. As part of that plan, you might wanna consid
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Apr 12, 2024 |
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sometimes it can be good idea to make a living trust the beneficiary of a life insurance policy beca
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Apr 10, 2024 |
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rental properties should typically go inside of a trust just like a primary residence. It receives t
|
Apr 08, 2024 |
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in California, your property taxes will not be reassessed after putting your primary home i
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Apr 06, 2024 |
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How to title property in the name of a trust.
|
Mar 01, 2024 |
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Where do you keep your estate planning documents?
|
Feb 28, 2024 |
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Make sure the kids don’t fight and squabble over the family home after you are gone.
|
Feb 27, 2024 |
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Sometimes it’s not responsible for kids to inherit hundreds of thousands of dollars or more.
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Feb 24, 2024 |
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Factors to think about when choosing a guardian for your kids.
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Feb 21, 2024 |
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Estate planning documents that every parent needs.
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Feb 19, 2024 |
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Debt cannot be inherited by somebody that never agreed to pay in the first place.
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Feb 16, 2024 |
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Joint ownership of property can help avoid probate, but be careful.
|
Feb 14, 2024 |
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Trusts are private. One of the best benefits of putting property in trust is that it is not open to prying eyes
|
Feb 12, 2024 |
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Special Needs provisions are part of the versatility of revocable living trusts.
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Feb 09, 2024 |
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Make sure that the kids can’t sell the house or the business by using a living trust.
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Feb 07, 2024 |
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Three reasons not to give your house to your kids.
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Feb 06, 2024 |
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Make sure kids don’t fight over your family home after you pass away.
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Feb 02, 2024 |
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Be Careful About How To Take Title On A Deed To A Property
|
Feb 01, 2024 |
|
A House With A Mortgage Can Go Inside A Trust
|
Jan 30, 2024 |
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Do not keep your estate plan documents in a safe deposit box
|
Jan 29, 2024 |
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Without A Trust, In Can Take 28 Months To 2 Years To Sell A Home After A Death
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Jan 27, 2024 |
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4 Reasons A Trust Is Better Than A Will
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Jan 25, 2024 |
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How To Cut Your Kids Out Of Your Estate
|
Jan 23, 2024 |
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Three Ways To Transfer A Home To A Child
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Jan 19, 2024 |
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Protect Children From Creditors And Creditors With A Trust
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Jan 18, 2024 |
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If Your Parents Leave You Their Home, You Can Usually Take Over Their Mortgage
|
Jan 15, 2024 |
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Funding A Trust Means Putting Things Into That Trust
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Jan 12, 2024 |
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A Trust Is Better Than A Will In Most Cases
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Jan 11, 2024 |
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Probate Is The Court Run Judge Approved Asset Distribution Program
|
Jan 03, 2024 |
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A Home Gets Out Of A Trust By Using A Deed
|
Dec 22, 2023 |
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Be Careful About Buying A Home With A Partner You're Not Married To
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Dec 22, 2023 |
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The Successor Trustee Can Take Over If You Are Incapacitated But Not Dead
|
Dec 21, 2023 |
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A Home Gets In A Trust By Filing A Deed At The Appropriate County Office
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Dec 20, 2023 |
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Make A Living Trust Very Official By Getting It Notarized
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Dec 19, 2023 |
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The Essential Reasons To Get Real Estate Inside A Trust
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Dec 18, 2023 |
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A Home With A Reverse Mortgage Can Go Inside Of A Trust
|
Dec 15, 2023 |
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A Home With A Mortgage Can Still Go Inside A Living Trust
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Dec 14, 2023 |
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An LLC Can Protect Your Personal Assets From Lawsuits, And They Can Go Inside A Living Trust
|
Dec 13, 2023 |
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A Living Trust Leaves You In Control Of The Real Estate You Put Inside It.
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Dec 12, 2023 |
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Avoid High Capital Gains Taxes: Keep Your Kid's Name Off The Deed To The House
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Dec 11, 2023 |
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Beneficiary Designations: An Important Part Of Estate Planning
|
Dec 08, 2023 |
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Living Trusts Are Flexible And Let You Add Property To Them After Setting Up The Trust
|
Dec 07, 2023 |
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Estate Planning Is Essential For Real Estate Investors. Here's Why
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Dec 06, 2023 |
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The Top 4 Reasons A Home Should Go Inside A Living Trust
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Dec 05, 2023 |
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A Joint Tenancy With RIght Of Survivorship Usually Means The Last Person Living Completely Owns The Home
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Nov 23, 2023 |
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$46,000 To Put A House Through Probate? Avoid It By Using A Living Trust
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Nov 21, 2023 |
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Estate Planning Is Always Important, But It's Not Always Urgent.
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Nov 17, 2023 |
|
Californians Keep Their Property Taxes LOW By Putting Their Home In A Living Trust
|
Nov 16, 2023 |
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Avoid Costly And Expensive Probate By Using A Trust For Estate Planning
|
Nov 14, 2023 |
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A Reverse Mortgage Doesn't Prevent Your Home From Going Inside A Living Trust
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Nov 08, 2023 |
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Two Spouses Can Have Separate Estate Plans, But Be Careful.
|
Oct 26, 2023 |
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Probate Is What Happens When You Pass Away Owning Property That Is Not In A Trust. Avoid Probate.
|
Oct 25, 2023 |
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A Mortgage Can Usually Be Paid Off And Paid Down By The Owner's Kids After The Owner Dies
|
Oct 25, 2023 |
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What Happens When A Parent Dies With A Home In A Trust And You Are The Beneficiary?
|
Oct 24, 2023 |
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Good Estate Planning Usually Means Keeping Your Child's Name Off The Deed To Your Home
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Oct 19, 2023 |
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A Will Is Not A Complete Estate Plan
|
Oct 18, 2023 |
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Don't Let Your Parents Put Your Name On The Deed To Your House
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Oct 18, 2023 |
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Who Gets To See A Copy Of Your Living Trust
|
Oct 17, 2023 |
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Don't Leave Money Directly To Your Kids When You Pass Away
|
Oct 16, 2023 |
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Don't Buy A Home With Your Boyfriend
|
Oct 16, 2023 |
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Every Adult Needs An Estate Plan
|
Oct 16, 2023 |
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What If One Child Wants To Buy Their Siblings Out Of The Parents' House
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Oct 16, 2023 |
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If Your House Has A Mortgage On It, You STILL Own It.
|
Oct 14, 2023 |
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TOD (Transfer On Death Beneficiaries) As A Way To Avoid Probate As Part Of A Complete Estate Plan
|
Oct 13, 2023 |
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One Of The Great Advantages Of A Trust Is That They Are Private
|
Oct 12, 2023 |
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Alternates In Estate Planning. They're Important
|
Oct 11, 2023 |
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Keep The Government Out Of Your Inhertiance
|
Oct 10, 2023 |
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The Top Three Benefits Of Putting Real Estate In A Trust
|
Sep 28, 2023 |
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The Importance Of Alternates In An Estate Plan
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Sep 27, 2023 |
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The Trustee Is The Person With Legal Control Of Property In The Trust
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Sep 25, 2023 |
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A Trustee Has To Be Somebody That You Trust.
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Sep 22, 2023 |
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Why Everybody Needs An Estate Plan
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Sep 20, 2023 |
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A Will Is Not A Private Document. It Is Open To The Public Once It Is Filed After Your Death.
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Sep 19, 2023 |
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Why To Use A Trust For Homeowners
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Sep 18, 2023 |
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Refinance Your House, Even if it's in a Living Trust
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Sep 16, 2023 |
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Paying Your Paretns’ Mortgage Doesn’t Mean You Own Their Home
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Sep 15, 2023 |
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Trust Beneficiaries Get To See A Copy Of The Trust
|
Sep 14, 2023 |
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A Living Trust Is A Private Document That Doesn't Have to Be Filed With ANY Government Agency
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Sep 13, 2023 |
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Being A Trustee Is A Job, And A Trustee Of A Trust Can Get Paid
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Sep 10, 2023 |
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Will Medicaid Take Your House After You're Gone?
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Sep 08, 2023 |
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Five things I would never do after watching videos about five things Other Professionals would never do
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Sep 04, 2023 |
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Don't Leave Estate Planning To Your Spouse After You're Gone
|
Sep 01, 2023 |
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If you have a house on with a mortgage on it. Guess what? You still own that house.
|
Aug 29, 2023 |
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Beware Of Using a Document Preparation Service (Like LegalZoom) To Set Up Your Estate Plan
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Aug 25, 2023 |
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A Trustee Has Control Over The Assets In The Trust
|
Aug 23, 2023 |
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You can put a home that you own in another state in the trust that you create in the state that you
|
Aug 22, 2023 |
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Who Pays The Mortgage After You Die?
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Aug 21, 2023 |
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Protect A Child’s Inheritence From Divorce
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Aug 16, 2023 |
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Life Insuance Can Be A Part Of A Complete Estate Plan
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Aug 11, 2023 |
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Beneficiary Designations Rule The Day In Estate Planning
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Jul 21, 2023 |
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What Happens To Your Trust After You Die
|
Jul 11, 2023 |
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4 Ways To Keep Your House Out Of Probate
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Jul 03, 2023 |
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4 Dangers Of A Do It Yourself Estate Plan
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Jun 25, 2023 |
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5 Ways To Avoid Probate With Good Estate Planning
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May 30, 2023 |
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When Is It Time To Get An Estate Plan?
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May 21, 2023 |
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Do Trusts Pay Taxes?
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May 15, 2023 |
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How Much Will An Estate Plan Cost?
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May 12, 2023 |
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Where To NEVER Store Your Estate Plan
|
Apr 27, 2023 |
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How To Hire An Estate Plan Lawyer
|
Apr 26, 2023 |