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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
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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
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