Listen "Leave It to a Friend: Passing Property Outside the Family in California"
Episode Synopsis
Can a non-relative inherit your house, bank account, or prized guitar collection? Absolutely—if you set things up the right way. In this 7-minute episode, California estate-planning attorney explains: • Why state law lets you leave assets to anyone—friend, partner, charity—if your documents are crystal-clear • How joint ownership, beneficiary designations, and wills work (and where they fall short) • The big advantages of a revocable living trust: privacy, probate avoidance, and airtight control—even if you’re disinheriting family members • Key wording tips to prevent challenges when you choose non-traditional heirs 🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession ℹ️ More resources at ocestateplanlawyer.com #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
More episodes of the podcast Passing It On: Estate Planning for Families
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18/07/2025