by Michael Pevney
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.
Language
🇺🇲
Publishing Since
4/26/2023
Email Addresses
1 available
Phone Numbers
0 available
April 30, 2025
<p class="p1">Setting up a <span class="s1"><strong>living trust</strong></span> for your home is a crucial step in protecting your property and avoiding probate. In this episode, I walk you through the process step by step:</p> <p class="p2">1. <span class="s1"><strong>Create the Trust</strong></span> — Draft a legal document that clearly states who should inherit your home after you pass away.</p> <p class="p2">2. <span class="s1"><strong>Sign and Notarize</strong></span> — Ensure the trust is properly signed and notarized according to <span class="s1"><strong>California law</strong></span>.</p> <p class="p2">3. <span class="s1"><strong>File the Deed</strong></span> — Draft, sign, and file a new deed with the <span class="s1"><strong>county records office</strong></span> to formally transfer your home into the trust.</p> <p class="p1">Taking these steps now can save your loved ones time, money, and stress down the road.</p> <p class="p1">California residents: Protect your home with a <span class="s1"><strong>FREE estate planning strategy session</strong></span>. Schedule yours now at <a href= "http://www.ocestateplanlawyer.com">www.ocestateplanlawyer.com</a>.</p> <p class="p1">#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty</p>
April 28, 2025
<p class="p1">Worried that putting your home in a <span class= "s1"><strong>revocable living trust</strong></span> will raise your property taxes? Good news — it won’t. Thanks to <span class= "s1"><strong>Proposition 13</strong></span>, California homeowners can transfer real estate into a trust without triggering a tax reassessment. The <span class="s1"><strong>California Board of Equalization</strong></span> ensures your low property tax rate is protected when you take this important estate planning step.</p> <p class="p1">In this episode, I explain how a living trust helps you avoid probate, protect your family home, and keep your property taxes low.</p> <p class="p1">California residents: Protect your home and your loved ones with a <span class="s1"><strong>FREE estate planning strategy session</strong></span>. Schedule yours now at <a href= "http://www.ocestateplanlawyer.com">www.ocestateplanlawyer.com</a>.</p> <p class="p1">#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty</p>
April 25, 2025
<p class="p1">Without a <span class="s1"><strong>financial power of attorney</strong></span> and an <span class="s1"><strong>advance healthcare directive</strong></span>, your loved ones may face serious challenges if you become incapacitated. Without these essential documents:</p> <p class="p2">• No one will have the legal authority to manage your finances.</p> <p class="p2">• Critical medical decisions could be left to a court-appointed stranger.</p> <p class="p2">• After you pass away, your assets may be tied up in <span class="s1"><strong>probate</strong></span> for years — costing your family time, money, and stress.</p> <p class="p1">Don’t let the government decide what happens to everything you’ve worked for.</p> <p class="p1">California residents: Protect yourself and your family with a <span class="s1"><strong>FREE estate planning strategy session</strong></span>. Schedule yours now at <a href= "http://www.ocestateplanlawyer.com">www.ocestateplanlawyer.com</a>.</p> <p class="p1">#EstatePlanning #LivingTrust #WillAndTrust #PowerOfAttorney #HealthcareDirective #FinancialSecurity #FamilyPlanning #FillThatBucket</p>
Nick Rosenbauer
Valerie Zammitti
Taylor Schulte, CFP®
James Conole, CFP®
David T. Phillips, CEO of Estate Planning Specialists
Christopher Small
Brian Preston and Bo Hanson
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Devin Carroll, CFP® & John Ross, JD
Morningstar
Paul Merriman
Benjamin Brandt CFP®, RICP®
Jason Parker
Audacy
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at [email protected] for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.