Passing It On: Estate Planning for Families
237 episodes — Page 5 of 5
If Your House Has A Mortgage On It, You STILL Own It.
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com houses with mortgages on them, are still owned by the people on the deed to the house. That means that the house can go inside of a living trust. The mortgage just tells us who owes money on the property. Yes, if you don't pay the mortgage, the bank can foreclose on the home. However, the fact that a home has a mortgage on it does not mean that the house cannot go inside of a trust. The large majority of homes that I, as an estate, plan, lawyer, put in trust for my clients, have mortgages on them. #Mortgage #EstatePlan #estateplanninglawyer #FillThatBucket #Pevney #California #OrangeCounty #MissionViejo #LagunaHills #LagunaNiguel #AlisoViejo, #LagunaBeach.
TOD (Transfer On Death Beneficiaries) As A Way To Avoid Probate As Part Of A Complete Estate Plan
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com TOD or POD beneficiary can be a great way to get assets into a living. Trust after you pass away. But what if your bank doesn't allow it? #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty #beneficiary
One Of The Great Advantages Of A Trust Is That They Are Private
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com one of the great advantages of a trust is that it is a private document. That means that it doesn't have to be filed with any government agency. That does mean, though, that it's important to keep the originals, and that the next trustee to come after you knows where they are, that means they need to be accessible whether that be in a safe, or maybe just simply in a bedroom closet. It's also important to make sure there are copies, often digital copies. But not copies of drafts, copies of originals that are after they have been signed and notarized. I maintain digital copies of full estate plans for my clients, and urge them to give their successor, trustees access to their original documents, and often a digital copy of that original. #Privacy #LivingTrust #RevocableTrust #FillThatbucket #Pevney #California #OrangeCounty #Realestate #FinancialFreedom.
Alternates In Estate Planning. They're Important
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com I'm diving into a crucial aspect of estate planning - the importance of having alternates. Imagine your chosen executor or trustee isn't available when needed. That's where alternates come in! They're like backup quarterbacks, ready to step in when the game is on the line. 🏈 In this video, I'll break down why having alternates for key roles in your estate plan is a game-changer. From executors to healthcare agents, we'll cover it all. Stay tuned to learn why these substitutes are vital for a seamless estate planning strategy. Trust me; you won't want to miss this one! 🚀💼📝 #Alternates #LegacyProtection #EstatePlan101 #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Keep The Government Out Of Your Inhertiance
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com #onthisday keep the government out of passing your home on to your kids after your are dead. Avoid probate by putting your home inside of a living trust instead of giving $50-$100,000 to courts and lawyers. #EstatePlanning #LivingTrust #Pevney #fillthatbucket, #Realestate #FinancialIndependence.
The Top Three Benefits Of Putting Real Estate In A Trust
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Putting real estate inside of a living trust has many benefits. Here are the top three. One. avoid probate. Probate is the government controlled in court supervised asset distribution program that your home will have to go through if you pass away without your home being inside of a trust. To. we want to protect that property from creditors, bankruptcies, future expenses of our beneficiaries. Three. We also want to protect our Beneficiaries come off in time children from fighting with eachother. ##EstatePlanning##LivingTrust##FillThatBucket##Pevney##financialfreedom##orangecounty
The Importance Of Alternates In An Estate Plan
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com if the beneficiary of a trust dies before you do, we always want to have alternates. Contingencies, back ups, and alternates are an essential part of estate planning because it can cover so many different situations without having to go back and change the trust. One of the many reasons that a trust is better than a will. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
The Trustee Is The Person With Legal Control Of Property In The Trust
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com the trustee is the person that controls the property inside of a trust. For most of my clients, I set up a revocable living trust. That means that while you are alive, and you are in complete control of the trust. Once we are gone, we need to select a successor trustee. The successor trustee has the legal control of the property inside of the trust. But that doesn't mean they get to do whatever they want with it. They have to follow the rules of the trust, as the trust was initially set up. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty #trustee #Death, #DeathCertificate.
A Trustee Has To Be Somebody That You Trust.
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com A Trustee has to be somebody that you trust. They are in charge of your trust after you are either dead, or medically incapacitated. While they need to be decent with money, they don't have to be a financial genius, because the trust can help pay for other professionals like: attorneys, accountants, and financial advisors.
Why Everybody Needs An Estate Plan
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Everybody, no matter their level of wealth, needs certain estate planning documents. These are the four that are essential . One. A will to tell people where you want your property to go. Two. An advance healthcare directive to tell medical professionals your end of life decisions and also to nominate healthcare representatives to make decisions on your behalf in case you can't do it. Three. Financial power of attorney so that somebody can pay the bills. Remember it's always important to have alternates for all of these representatives that you choose. Four. Remember to name beneficiaries on all of your financial accounts. Bank accounts, investment accounts, retirement accounts, like 401(k), 457B, 403B, IRA. I create a state plans for families in California if you have any questions about this or anything else related to estate planning you can set up a time to meet with me for free by linking to my website from my TikTok profile. ##EstatePlanning##LivingTrust##FillThatBucket##Pevney##financialfreedom##orangecounty
A Will Is Not A Private Document. It Is Open To The Public Once It Is Filed After Your Death.
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com #onthisday wills or not a private document. Trusts are private documents. One of the huge benefits of a living trust over a simple bill. Is that the revocable trust will not have to go through probate. I create estate plans for family is all over California. My office is in Orange County, but I help people all over northern and southern California set up complete Estate plans. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Why To Use A Trust For Homeowners
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com a Trust should typically be the primary estate planning document for California residence that own real estate, or have a little kids. Before that it's always a good idea to have a basic estate plan, including a durable, power of attorney, advanced, healthcare, directive, and simple will. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Refinance Your House, Even if it's in a Living Trust
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com refinance your house, even if it's in a living trust. Especially your primary residence, when it is inside of a living trust, you have complete control over that home while you are alive. There should be no problem, unless you have a very strange bank, with refinancing at home, make sure the bank doesn't force you to take it out of the trust.
Paying Your Paretns' Mortgage Doesn't Mean You Own Their Home
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
Trust Beneficiaries Get To See A Copy Of The Trust
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com what if you are a beneficiary of a trust, and the trustee won't give you a copy? They may be in breach of their duty. Trustees have a very important job. They have to follow the law, which in many jurisdictions includes giving the beneficiaries a copy of the trust so they know what they are entitled to, and how they are going to receive their inheritance. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
A Living Trust Is A Private Document That Doesn't Have to Be Filed With ANY Government Agency
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com a living trust or a trust of any kind is not filed with any government agency. Owen hast to do is be signed by the people that set up the trust in the trustee. It should also be either witnessed or notarized. I prefer notarization. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Being A Trustee Is A Job, And A Trustee Of A Trust Can Get Paid
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com a trustee controls the money inside of a trust. It is a job, and trustees typically have the right to get paid a reasonable rate. If you can't find somebody trustworthy enough to be a trustee, there are professional fiduciary's out there that can do the job. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Will Medicaid Take Your House After You're Gone?
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Medicaid reimbursement varies state by state. Recently, California has made it much more difficult for Medicaid, or Medi-Cal, as it's called in California to reimburse itself from a primary residence that's inside of a living trust. #Medicaid #Medi-Cal #ElderLaw #Reimbursement #LivingTrust #EstatePlanning.
Five things I would never do after watching videos about five things Other Professionals would never do
There has been a trend lately in the podcast and TikTok community with professionals talking about the five things that they would number two as a professional. Here is my break down for all different professions of the five things that I would never do based on watching 100 or so videos about the five things other people the things other people would never do. Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com #onthisday the five things I would never do afterf he owes about five things. Other people would number two. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Don't Leave Estate Planning To Your Spouse After You're Gone
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com it's so easy to say that you can let the spouse you leave behind, do their own estate planning, but is that the right thing to do? Spouse may be grieving, elderly, incapacitated, and may not like the idea of doing this, without the person they spent the majority of their life with. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
If you have a house on with a mortgage on it. Guess what? You still own that house.
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com If you have a house on with a mortgage on it. Guess what? You still on that house. Yes, the banquet for clothes on it. If you don't pay the mortgage, but if you look at the deed to your property in the county records, your name will be on it. That means you can put it into a living trust as part of a complete estate plan #onthisday #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
Beware Of Using a Document Preparation Service (Like LegalZoom) To Set Up Your Estate Plan
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com #onthisday beware of using a document preparation, service like LegalZoom to create your estate plan. I find that there is a lack of follow through, in fact, I get a lot of my clients from people who start at their plan, using LegalZoom. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
A Trustee Has Control Over The Assets In The Trust
You can put a home that you own in another state in the trust that you create in the state that you
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com You can put a home that you own in another state in the trust that you create in the state that you live in. Many of my clients live in California and my own homes in other states. Maybe they are rental properties or maybe they are vacation homes. No problem putting them in your trust which has the double benefit of avoiding probate in two different states. #RentalProperty #EstatePlan #LivingTrust #FillThatBucket #California #Taxes #OrangeCounty#
Who Pays The Mortgage After You Die?
the mortgage company will typically except payments from anybody who wants to take over the mortgage after a person passes away. However, if nobody pays that mortgage, the bank may very well foreclose. Often times if a child takes over the mortgage, the bank will want to make sure the child agrees to pay that mortgage under the same terms as the parents. Free Strategy Session For California Residents: www.ocestateplanlawyer.com
Protect A Child's Inheritence From Divorce
Built a wall around your child's inheritance and protect it from a potential ex-spouse and creditors. LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
Life Insuance Can Be A Part Of A Complete Estate Plan
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
Beneficiary Designations Rule The Day In Estate Planning
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
What Happens To Your Trust After You Die
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
4 Ways To Keep Your House Out Of Probate
Sell it, on it with someone jointly, use a transfer on death deed, or put it inside of a revocable living trust. LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
4 Dangers Of A Do It Yourself Estate Plan
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
5 Ways To Avoid Probate With Good Estate Planning
The probate process can be avoided by these five estate planning techniques. Find out how. LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
When Is It Time To Get An Estate Plan?
Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession LEAN MORE: https://www.ocestateplanlawyer.com Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
Do Trusts Pay Taxes?
Yes. Trusts pay taxes once they become irrevocable. If you have a living trust, while you are alive, there is no difference as far as the IRS is concerned between you as an individual and the trust. Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession LEAN MORE: www.ocestateplanlawyer.com Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
How Much Will An Estate Plan Cost?
Free strategy session. www.ocestateplanlawyer.com It's impossible to give a blind price quote for an estate plan over the Internet. Estate planning is very unique for every person and very customizable. There are a lot of things I need to know about you before I can give you a price quote. I need to know things like: do you have kids? How old are they? Are you married? Do either of you have kids from a prior relationship? Do any of the kids have special needs? Do you own any real estate? Is it your primary residence? Do you want any rental properties? Do you want any vacation properties? How are your assets held? Are there stock options? Employee stock purchase program? What is your net worth? Are you concerned about estate taxes? Do you want any small businesses? Does it have any employees?
Where To NEVER Store Your Estate Plan
LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession
How To Hire An Estate Plan Lawyer
Finding a lawyer can be hard. Here are a few guidelines about how to hire one to create your estate plan. LEARN MORE: https://www.ocestateplanlawyer.com Please comment with your estate planning question. I am usually able to respond with an answer and sometimes. . . even a video! FREE ESTATE PLANNING STRATEGY SESSION: https://calendly.com/mpevney/strategysession Email Us: [email protected] Call Us: (949) 377-2996 Estate planning is for EVERYBODY. Not just the very wealthy. I started this law firm after practicing law for a number of years and realizing how important estate planning is, and how few people actually have an estate plan. You would be SHOCKED how many lawyers don't even have a basic plan set up. You are not alone. In as few as three hours of your time, you can set up a complete estate plan with the help of a qualified estate planning lawyer. Step one is to make an appointment for a free estate planning strategy session. https://calendly.com/mpevney/strategysession Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS: ⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: https://goo.gl/maps/8tS3Jset7EfPmaLe7 ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Follow Pevney Estate Planning On Social Media: YouTube: https://www.youtube.com/channel/UC-AIMR1l2WpTVchMiVqjTqQ Facebook: https://www.facebook.com/ocestateplanlawyer Instagram: https://www.instagram.com/estateplanlawyer/ TikTok: https://www.tiktok.com/@estateplanlawyer Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Free Estate Planning Strategy Session For California Residents: https://calendly.com/mpevney/strategysession