
Sign up to save your podcasts
Or


👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Can someone who isn't a relative inherit your home, bank accounts, or other assets? Absolutely. In this episode, I answer one of the most common estate planning questions I get: how to leave property to a friend, a partner, a charity, or anyone outside your family. I explain how to do it legally and clearly using tools like joint ownership, beneficiary designations, wills, and especially revocable living trusts. You'll also learn how to disinherit family members and why trusts offer more control, privacy, and probate protection than a simple will.
#EstatePlanning #LivingTrust #CaliforniaLawyer #Disinheritance #LeavePropertyToFriend #RevocableTrust #AvoidProbate #BeneficiaryDesignations #EstatePlanForNonRelatives #WillsAndTrusts #TrustAttorney #FillThatBucket
By Michael Pevney4.5
1010 ratings
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Can someone who isn't a relative inherit your home, bank accounts, or other assets? Absolutely. In this episode, I answer one of the most common estate planning questions I get: how to leave property to a friend, a partner, a charity, or anyone outside your family. I explain how to do it legally and clearly using tools like joint ownership, beneficiary designations, wills, and especially revocable living trusts. You'll also learn how to disinherit family members and why trusts offer more control, privacy, and probate protection than a simple will.
#EstatePlanning #LivingTrust #CaliforniaLawyer #Disinheritance #LeavePropertyToFriend #RevocableTrust #AvoidProbate #BeneficiaryDesignations #EstatePlanForNonRelatives #WillsAndTrusts #TrustAttorney #FillThatBucket

39,036 Listeners

1,985 Listeners

5,456 Listeners

112,426 Listeners

56,545 Listeners

20 Listeners

46 Listeners

43 Listeners

816 Listeners

29,264 Listeners

1,654 Listeners

1,619 Listeners

3,427 Listeners

197 Listeners

4 Listeners