Passing It On: Estate Planning for Families

Will vs. Trust — What's the Best Choice for You?


Listen Later

Confused about whether you need a will or a living trust? In this episode, Michael Pevney, an experienced California estate planning lawyer, breaks down the key differences between the two — so you can make the best decision for protecting your family, your assets, and your legacy.

You'll learn:

  • What a Last Will & Testament really does

  • Why a Revocable Living Trust often makes more sense in California

  • How probate works (and how to avoid it!)

  • The differences in privacy, control, and timing between wills and trusts

  • How to protect your loved ones and keep your estate out of court

If you own real estate in California, have children, or want to avoid the stress and cost of probate, this episode is a must-listen.

🔗 Learn more and schedule your free estate planning strategy session:

👉 https://www.ocestateplanlawyer.com

About Michael Pevney:

Michael Pevney is a California estate planning attorney and the founder of Pevney Estate Planning, PC, located at 25201 Paseo de Alicia, Suite 140, Laguna Hills, CA 92653. He helps families across California create wills, trusts, and complete estate plans that protect what matters most.

💬 Got questions about wills, trusts, or your own estate plan? Visit the link above to schedule your free consultation and get started.

...more
View all episodesView all episodes
Download on the App Store

Passing It On: Estate Planning for FamiliesBy Michael Pevney

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like Passing It On: Estate Planning for Families

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,044 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,366 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

Tax  Estate Planning Law by Barry Gardiner

Tax Estate Planning Law

21 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

70 Listeners

Complete Estate Planning by Nick Rosenbauer

Complete Estate Planning

44 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,945 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

40,398 Listeners

Navigating Estate Planning with Caress Law by Tammi Caress

Navigating Estate Planning with Caress Law

6 Listeners

Estate Planning Made Easy by David T. Phillips, CEO of Estate Planning Specialists

Estate Planning Made Easy

2 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

6 Listeners

The Estate Planning Podcast by Colby Kukelski

The Estate Planning Podcast

6 Listeners