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 probate court—and keeps the judge in charge of who inherits what.

• The capital-gains hit waiting for heirs when a stepped-up basis clock never starts.

• Real-life stories of sibling feuds that erupt when no one knows who actually owns the house.

• The cleaner alternative: funding a revocable living trust so title passes instantly (and privately) to the next generation.

🎯 California listeners—claim your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty