Passing It On: Estate Planning for Families

Pass the Keys, Skip the Court: How a Revocable Living Trust Protects Your Home


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Does your house really have to wind its way through California's probate courts before it can land in the hands of loved ones? Spoiler: absolutely not. In this bite-sized episode, we unpack why a revocable living trust is the gold-standard tool for transferring real estate—whether to kids, grandkids, or any beneficiary you choose—without triggering the time-sucking, fee-laden probate process.

You'll learn:

  • How a living trust keeps you in full control as trustee while you're alive

  • The simple deed-transfer step that "drops" your home into the trust's bucket

  • Real-world examples from families who avoided probate entirely

  • Common myths about wills vs. trusts—and why one small document change can save your heirs months in court

Ready to lock in peace of mind and safeguard your biggest asset? California residents can book a complimentary strategy session today.

https://calendly.com/mpevney/strategysession

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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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