Michael Pevney
Passing It On: Estate Planning for FamiliesEpisodes
Episodes of Passing It On
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Trust are private documents, to a point. They are typically not filed with any government agency, bu
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com trust are private documents, to a point. They are typically not filed with any government agency, but when the person who creates the trust passes away, t
A trust is usually better than a will, for passing along real estate for four reasons. Cost, control
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com a trust is usually better than a will, for passing along real estate for four reasons. Cost, control, privacy, waste of time.#EstatePlanning #LivingTrust
You might be able to transfer real estate using a power of attorney document, if that power of attor
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com you might be able to transfer real estate using a power of attorney document, if that power of attorney specifically allows you to engage in real estate t
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com #onthisday avoid probate with a living trust. Probate is expensive, putting property inside of trust, avoids that cost. You have a lot of control from bey
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com inheritances are separate property, even if you live in a community property state like California. The very smart thing to do would be to sign a postnupt
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Lynn Young a home with a mortgage, if it’s your primary residence can go inside of a trust. This is based on a federal law that was passed over 40 years a
property inside of a revocable living trust can be used as a collateral on a loan because you have c
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com property inside of a revocable living trust can be used as a collateral on a loan because you have complete control of everything inside of that trust if
Life insurance is an important part of any estate plan. As part of that plan, you might wanna consid
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Life insurance is an important part of any estate plan. As part of that plan, you might wanna consider making a trust the beneficiary instead of an indivi
sometimes it can be good idea to make a living trust the beneficiary of a life insurance policy beca
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com sometimes it can be good idea to make a living trust the beneficiary of a life insurance policy because of the protections it provides the beneficiaries.
rental properties should typically go inside of a trust just like a primary residence. It receives t
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com rental properties should typically go inside of a trust just like a primary residence. It receives the same benefits of a trust. First, it avoids the cost
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com in California, your property taxes will not be recessed reassessed after putting your primary home in a revocable living trust. That is one of those excep
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com How to title property in the name of a trust. A trust has to have a name, you can pretty much name it whenever you want as long as it has a word trust in
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Where do you keep your estate planning documents. Remember, trusts are private documents, and we don’t ever file them with any government agency which mea
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Make sure the kids don’t fight and squabble over the family home after you are gone. The better decision is to put the home inside of a living tust with t
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Sometimes it’s not responsible for kids to inherit hundreds of thousands of dollars or more as soon as they turn 18 with no restrictions on that money. He
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Factors isn’t about when choosing a guardian for your kids, if you pass away. First, geography. Where do they live, your kids are likely going to move in
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Estate planning documents that every parent needs. A revocable, living trust to make sure that kids inherit things responsibly. A financial power of attor
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com debt cannot be inherited by somebody that never agreed to pay in the first place. Somebody that holds a car note cannot force the people you leave behind
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com joint ownership of property can help avoid probate. But what happens after the first joint owner passes away, without an estate plan? They need some sort
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Trusts are private. One of the best benefits of putting property in trust is that it is not open to public record. If kids or people that are unsophistica
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com special-needs trusts are part of the versatility of revocable living trusts. They can care for beneficiaries with special needs, due to important things.
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Mayne make sure that the kids can’t sell the house or the business by using a living trust. A living trust gives you control of those assets even after de
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Aleman655 three reasons not to give your house to your kids. One, it now belongs to them. They can sell it without your permission. Too, the home is not p
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Make sure kids don’t fight over your family home after you pass away. Bring the home inside of a living trust and you a lot of control over what happens t
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com the way that our property deed is written, can sometimes control what happens to the property after one of the owners dies. However, a married couple does
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