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Leaving your house to the kids in a will sounds simple—but it drags them straight into California’s probate maze. And putting a child on the title? That move can trigger tax headaches and liability risks you never saw coming. In this episode, discover why a revocable living trust is the clean, court-free path for transferring your primary residence. We cover:
• How one deed change drops your home into the trust’s “bucket”
• Why joint ownership with a child can backfire—big time
• Key probate-avoidance tips that keep inheritances fast, private, and fee-light
🎯 California listeners—book your FREE Estate Planning Strategy Session here: calendly.com/mpevney/strategysession
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1010 ratings
Leaving your house to the kids in a will sounds simple—but it drags them straight into California’s probate maze. And putting a child on the title? That move can trigger tax headaches and liability risks you never saw coming. In this episode, discover why a revocable living trust is the clean, court-free path for transferring your primary residence. We cover:
• How one deed change drops your home into the trust’s “bucket”
• Why joint ownership with a child can backfire—big time
• Key probate-avoidance tips that keep inheritances fast, private, and fee-light
🎯 California listeners—book your FREE Estate Planning Strategy Session here: calendly.com/mpevney/strategysession
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