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Worried a lawsuit could wipe out everything you’ve built? In this value-packed episode, California estate-planning attorney Michael Pevney breaks down three proven layers of defense:
• Insurance, insurance, insurance – why an umbrella policy may be the cheapest million-dollar shield you’ll ever buy.
• Incorporate your business (or rentals) – how an LLC or S-Corp walls off personal assets and what goes wrong when people mingle funds.
• Offshore strategies for the 1 % – when exotic trusts make sense, and why most families can skip them.
You’ll also hear real-life cautionary tales—like teens crashing cars and landlords getting sued—and how a well-funded living trust keeps probate judges and creditors at bay.
🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
ℹ️ More resources: ocestateplanlawyer.com
4.5
1010 ratings
Worried a lawsuit could wipe out everything you’ve built? In this value-packed episode, California estate-planning attorney Michael Pevney breaks down three proven layers of defense:
• Insurance, insurance, insurance – why an umbrella policy may be the cheapest million-dollar shield you’ll ever buy.
• Incorporate your business (or rentals) – how an LLC or S-Corp walls off personal assets and what goes wrong when people mingle funds.
• Offshore strategies for the 1 % – when exotic trusts make sense, and why most families can skip them.
You’ll also hear real-life cautionary tales—like teens crashing cars and landlords getting sued—and how a well-funded living trust keeps probate judges and creditors at bay.
🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
ℹ️ More resources: ocestateplanlawyer.com
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