Still holding a property in Grandma's name years after she passed? That "do-nothing" approach can backfire fast. In this episode we unpack: • How an un-transferred title drags the whole family into probate court—and keeps the judge in charge of who inherits what. • The capital-gains hit waiting for heirs when a stepped-up basis clock never starts. • Real-life stories of sibling feuds that erupt when no one knows who actually owns the house. • The cleaner alternative: funding a revocable living trust so title passes instantly (and privately) to the next generation. 🎯 California listeners—claim your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty  

Ver todos los episodios