
Why To Use A Trust For Homeowners
Passing It On: Estate Planning for Families · Michael Pevney
September 18, 20232m 25s
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Show Notes
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