Adding a child to your deed or relying on a will feels "simple," but it can spark tax shocks, creditor risk, and a long probate slog. In this quick episode, discover why a revocable living trust is the cleaner, court-free route: Joint tenancy pitfalls – capital-gains surprises, liability headaches, and frozen titles if a co-owner dies. Why wills still land heirs in probate – and how that drains time and cash. Trust = control + privacy – keep full authority while you're alive, then transfer the house seamlessly when you're gone. 🎯 California residents—lock in your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession ℹ️ More tools at ocestateplanlawyer.com

Ver todos los episodios