No Kids, Still Covered: Why a Living Trust Makes Sense Once You Hit Minimum Assets
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
Think living trusts are only for parents? Think again. If you own California real estate or have assets worth roughly $100,000 or more, a revocable living trust lets you decide exactly who gets what—and spares your heirs (or favorite charities) from the slow, pricey probate process that kicks in when the state follows its own default rules.
You'll hear: • how a trust keeps courts—and distant relatives—out of your legacy • real-world dollar thresholds where probate pain outweighs DIY savings • easy steps to fund the trust so every account and property follows your instructions. Bottom line: even without kids, a streamlined estate plan keeps your wealth on the path you choose.
🎯 California residents—grab your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
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