Passing It On: Estate Planning for Families
Michael Pevney
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I'm the Trustee Now — What Happens Next?
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…
Why Estate Planning Is Really About Control
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…
How to Shield an Inheritance from Divorce and Lawsuits
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…
How to Leave an Inheritance to a Child with Addiction Issues (Without Making It Worse)
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…
What Happens to Your Pets When You Die?
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,…
When Is a Will Enough — And When Do You Really Need a Trust?
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…
Why I Won't Be Your Trustee — And Who You Should Choose Instead
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…
Why Brides Don't Wear Their Mom's Wedding Dress — And What That Has to Do with Estate Planning in Ca
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,…
Protect Your Child's Inheritance with a Spendthrift Trust
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…
🎙️ Should You Put a Rental Property in an LLC? Asset Protection & Estate Planning Tips
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…
🏡 How to Put Your Home in a Living Trust (Without Refinancing It)
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…
Will vs. Trust — What's the Best Choice for You?
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…
What REALLY Happens If You Die Without a Trust in California?
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…
Risk of Handwritten Wills – Lessons from Aretha Franklin's Estate
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…
Skip Joint Tenancy: The Trust-First Way to Pass Your Home to Your Kids
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…
Leave It to a Friend: Passing Property Outside the Family in California
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…
Ghost Title, Real Trouble: Why Houses Left in a Grandparent's Name Blow Up in Probate
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…
No Kids, Still Covered: Why a Living Trust Makes Sense Once You Hit Minimum Assets
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…
Protect From Lawsuits! Top 3 Asset Protection Secrets REVEALED!
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,…
DIY vs. Pro: 3 Ways to Set Up a Living Trust
A solid living trust is the backbone of any complete estate plan—but what's the smartest way to create one? In this bite-sized episode we compare the three routes open to Californians: • Write it…
Frequently Asked Questions
Passing It On: Estate Planning for Families has published 237 episodes since April 2023, covering topics in Business, Education.
Passing It On: Estate Planning for Families is currently dormant with new episodes every few days. Average episode length is 4m.
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