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Life insurance is an important part of any estate plan. As part of that plan, you might wanna consid

Life insurance is an important part of any estate plan. As part of that plan, you might wanna consid

Passing It On: Estate Planning for Families · Michael Pevney

April 12, 20241m 47s

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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 individual. This provides more protections for the ultimate beneficiaries, and make sure that that money is used in a responsible way, and protected from predators and creditors #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty