Why Your Trust Might Be Useless
Passing It On: Estate Planning for Families · Michael Pevney
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
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
In this episode, I explain why creating a revocable living trust isn't enough—you have to fund it. A trust without assets is just an empty bucket.
I walk you through what it means to fund your trust, how to transfer real estate, financial accounts, and other assets into it, and why failing to do so can send your estate straight to probate court, even if you thought you had everything in place.
I also cover common mistakes people make when setting up their trusts, how to avoid them, and what a properly funded trust actually looks like in California. If your goal is to avoid probate, protect your family, and make your estate plan work when it matters most, don't miss this one.
#EstatePlanning #LivingTrust #TrustFunding #AvoidProbate #RevocableTrust #TrustChecklist #TrustAdministration #TrustSetup #RealEstateTrust #CaliforniaEstateLaw #FillThatBucket #FinancialFreedom