An outdated estate plan can create major problems for your loved ones. In this episode, I explain why regularly reviewing and updating your will, trust, and beneficiary designations is essential — especially after major life events like marriage, divorce, or the birth of a child

Learn how keeping your estate plan current ensures your assets are protected and distributed according to your wishes.

California residents: Stay prepared with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

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

An inheritance trust is designed to pass assets to beneficiaries with certain conditions in place. In this episode, I explain how inheritance trusts work, including:

• Setting age requirements for beneficiaries

• Encouraging positive social behaviors or milestones

• Distributing assets gradually rather than all at once

The trustee plays a key role in ensuring these conditions are followed as outlined in the trust. Learn how this tool can protect your family’s legacy.

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

Blended families face unique challenges when it comes to estate planning. Without clear instructions in a will or trust, assets are often divided between a surviving spouse and children from a previous relationship — which may not align with your wishes.

In this episode, I explain why verbal instructions aren’t enough and how proper estate planning can prevent family disputes and ensure your assets are distributed according to your wishes.

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

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

As an estate planning lawyer, there are five things I would never do — and you shouldn’t either. In this episode, I explain why I would avoid:

1. Putting my kids on the deed to my home

2. Handwriting my own will

3. Letting a client draft and file their own deed

4. Keeping estate planning documents in a bank safe deposit box

5. Naming a child under 18 as the beneficiary of a life insurance policy

Learn why these mistakes can create costly problems — and what you should do instead.

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

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

Understanding inheritance taxes can help you plan smarter. The federal estate tax — also known as the death tax — currently applies only to estates worth over $13 million for individuals and $27 million for married couples. While most people won’t owe federal estate tax, some states have their own estate tax rules.

Learn what this means for your family’s future and how proper estate planning can protect your assets.

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

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

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