Passing It On: Estate Planning for Families

🏠 Inherited a Home Through a Trust? Here’s What to Do Next.


Listen Later

If you’re both the trustee and beneficiary of a trust and inherit a home from a parent, should you put it in your own name or keep it in the trust? The answer isn’t always straightforward — it depends on what the trust document says. In this episode, we discuss how to handle inherited property, when to transfer it to your name, and why it may be time to start a trust of your own.

đź“‹ California residents: Protect your assets and loved ones with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#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

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

7 ratings


More shows like Passing It On: Estate Planning for Families

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,595 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

749 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,917 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,295 Listeners

Tax & Estate Planning Law by Barry Gardiner

Tax & Estate Planning Law

19 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

38 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,653 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

763 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

395 Listeners

The Estate Planning Podcast by Colby Kukelski

The Estate Planning Podcast

5 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

3 Listeners

Trust Us: Estate Planning Wisdom by Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

Trust Us: Estate Planning Wisdom

5 Listeners

Estate Planning Made Easy by David T. Phillips, CEO of Estate Planning Specialists

Estate Planning Made Easy

1 Listeners