No Kids, Still Covered: Why a Living Trust Makes Sense Once You Hit Minimum Assets

23/07/2025 1 min
No Kids, Still Covered: Why a Living Trust Makes Sense Once You Hit Minimum Assets

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Episode Synopsis

Think living trusts are only for parents? Think again. If you own California real estate or have assets worth roughly $100,000 or more, a revocable living trust lets you decide exactly who gets what—and spares your heirs (or favorite charities) from the slow, pricey probate process that kicks in when the state follows its own default rules. You’ll hear: • how a trust keeps courts—and distant relatives—out of your legacy • real-world dollar thresholds where probate pain outweighs DIY savings • easy steps to fund the trust so every account and property follows your instructions. Bottom line: even without kids, a streamlined estate plan keeps your wealth on the path you choose. 🎯 California residents—grab your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession ℹ️ More resources at ocestateplanlawyer.com #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty  

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