Passing It On: Estate Planning for Families

Gifting assets during your life is a powerful estate planning tool


Listen Later

Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Gifting assets during your lifetime is a powerful estate planning technique that can help you avoid the probate process after death. By strategically transferring property, cash, or other assets to your loved ones while you're still alive, you can significantly reduce the size of your estate. This means less for the probate court to handle, minimizing the costs and delays your heirs might face. Gifting also allows you to have more control over how your assets are distributed, ensuring that your loved ones benefit from your generosity on your terms. Plus, it can be a fulfilling way to witness the positive impact of your gifts in real-time, rather than leaving it all to be sorted out after you're gone. If you're looking to simplify your estate plan, reduce probate costs, and make sure your legacy is passed on smoothly, gifting could be the right strategy for you. Follow me for more insights on how to avoid probate and protect your family's future through smart estate planning strategies. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
...more
View all episodesView all episodes
Download on the App Store

Passing It On: Estate Planning for FamiliesBy Michael Pevney

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like Passing It On: Estate Planning for Families

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,219 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,996 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,492 Listeners

The Daily by The New York Times

The Daily

113,199 Listeners

Up First from NPR by NPR

Up First from NPR

56,955 Listeners

Tax & Estate Planning Law by Barry Gardiner

Tax & Estate Planning Law

21 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

48 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

44 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

830 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,346 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,651 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,621 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,463 Listeners

Real Estate the Ramsey Way by Ramsey Network

Real Estate the Ramsey Way

196 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

5 Listeners