PLAY PODCASTS
Skip Joint Tenancy: The Trust-First Way to Pass Your Home to Your Kids

Skip Joint Tenancy: The Trust-First Way to Pass Your Home to Your Kids

Passing It On: Estate Planning for Families · Michael Pevney

July 30, 20250m 54s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Adding a child to your deed or relying on a will feels "simple," but it can spark tax shocks, creditor risk, and a long probate slog. In this quick episode, discover why a revocable living trust is the cleaner, court-free route:

  • Joint tenancy pitfalls – capital-gains surprises, liability headaches, and frozen titles if a co-owner dies.

  • Why wills still land heirs in probate – and how that drains time and cash.

  • Trust = control + privacy – keep full authority while you're alive, then transfer the house seamlessly when you're gone.

🎯 California residents—lock in your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession

ℹ️ More tools at ocestateplanlawyer.com