Can one child buy out another child’s share of their parents’ inheritance? The answer depends on whether there’s an estate plan — and what it says.

In this episode, we discuss how a living trust can outline clear instructions for property distribution, including whether the trustee must sell the home and split the proceeds among beneficiaries. Without proper planning, buyouts and disputes can become complicated.

California residents: Protect your family’s future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

Did you know a relative like an aunt or uncle can leave you their home through a living trust — even if they’re not your parent? In this episode, we explain why a trust is the best way to transfer property, offering key benefits like:

✅ Avoiding costly probate

✅ Ensuring clear control over asset distribution

✅ Maintaining privacy

✅ Ensuring a smooth and timely transfer of property

📋 California residents: Secure your family’s future with a FREE estate planning strategy session. Book yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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.

📋 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

Wills and trusts may seem similar, but they serve very different purposes. In this episode, we break down the key differences — from protecting your assets during incapacity to controlling how your beneficiaries receive their inheritance. Discover why a living trust offers greater protection, more control, and helps you avoid the costly and time-consuming probate process.

🏡 California residents: Protect your family’s future with a FREE estate planning strategy session. Book yours today at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

Naming (and updating) beneficiaries on your financial accounts is essential to protecting your assets. In this episode, we explain why properly designated beneficiaries — on checking, savings, investment accounts, and life insurance — are a vital part of a complete estate plan. Learn how this simple step can save your loved ones time, money, and stress.

🏡 California residents: Secure your family’s future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com

What happens if your parents pass away without a will or trust? The state takes control, deciding who gets their assets. This process, known as probate, can be lengthy, costly, and often leads to family disputes. In this episode, we break down how estate planning can help you avoid these headaches, protect your inheritance, and ensure your family’s future stays secure. Learn how living trusts, wills, and smart planning can save time, money, and stress. Don’t leave it up to the courts—take control of your legacy today.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

Can a deed to a home be filed after someone passes away? Sometimes — but it’s complicated. In this episode, we break down when this is possible, what steps you need to take, and how proper estate planning can help you avoid costly delays and probate headaches.

🏡 If you’re a California resident, don’t leave your family’s future to chance. Book your FREE estate planning strategy session now at www.ocestateplanlawyer.com.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Did you know that creating a living trust is one of the best ways to avoid probate and ensure a smooth transfer of your assets to your loved ones? A living trust, also known as a revocable trust, allows you to place your assets into a trust during your lifetime while still maintaining control over them. Upon your passing, the assets held in the living trust can be distributed directly to your beneficiaries without going through probate. This is a highly effective probate avoidance strategy because it bypasses the court process entirely, saving your family time, money, and stress. Many people searching for ways to avoid probate discover that a living trust offers privacy and flexibility, as the details of the trust do not become public record like a will. By funding your living trust with assets such as real estate, bank accounts, and investments, you can ensure that your estate is managed according to your wishes without the delays and costs associated with probate. In addition to probate avoidance, a living trust can also help with incapacity planning, allowing a trustee to manage your assets if you become unable to do so. Estate planning professionals often recommend a living trust as part of a comprehensive strategy to avoid probate and protect your legacy. If you’re researching how to avoid probate, be sure to consider the benefits of a living trust. If you live in California, Follow the link in my profile to make an appointment, and let’s discuss how a living trust can fit into your estate plan and help you avoid probate. Don’t wait—take action now to protect your estate and ensure your family is taken care of without unnecessary complications. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty