
Sign up to save your podcasts
Or


Can a non-relative inherit your house, bank account, or prized guitar collection? Absolutely—if you set things up the right way. In this 7-minute episode, California estate-planning attorney explains:
• Why state law lets you leave assets to anyone—friend, partner, charity—if your documents are crystal-clear
• How joint ownership, beneficiary designations, and wills work (and where they fall short)
• The big advantages of a revocable living trust: privacy, probate avoidance, and airtight control—even if you're disinheriting family members
• Key wording tips to prevent challenges when you choose non-traditional heirs
🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
ℹ️ More resources at ocestateplanlawyer.com
#EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
By Michael Pevney4.5
1010 ratings
Can a non-relative inherit your house, bank account, or prized guitar collection? Absolutely—if you set things up the right way. In this 7-minute episode, California estate-planning attorney explains:
• Why state law lets you leave assets to anyone—friend, partner, charity—if your documents are crystal-clear
• How joint ownership, beneficiary designations, and wills work (and where they fall short)
• The big advantages of a revocable living trust: privacy, probate avoidance, and airtight control—even if you're disinheriting family members
• Key wording tips to prevent challenges when you choose non-traditional heirs
🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
ℹ️ More resources at ocestateplanlawyer.com
#EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty

39,049 Listeners

1,981 Listeners

5,449 Listeners

112,484 Listeners

56,536 Listeners

21 Listeners

46 Listeners

44 Listeners

816 Listeners

29,154 Listeners

1,652 Listeners

1,619 Listeners

3,425 Listeners

197 Listeners

4 Listeners