Trusts are private. One of the best benefits of putting property in trust is that it is not open to prying eyes
Passing It On: Estate Planning for Families · Michael Pevney
February 12, 20241m 33s
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Show Notes
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 unsophisticated with money, that could leave them open to predatory "investment, advisors" and people that you don't want to know that they have money. #Probate #InvestmentAdvisor. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty