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Passing It On: Estate Planning for Families

Hosted by Michael Pevney · business · EN-US · 241 episodes

About this Podcast:

California estate planning lawyer Michael Pevney discusses various topics regarding the important world of estate planning. Living trusts. Revocable trusts. Wills. Durable power of attorney. Advance healthcare directives. Estate planning is extremely important for every family that wants to control what happens to their bodies and their property both while they're alive and after they pass away.

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Contact path

Verified email

Booking probability

45%

Guest openness

Selective

Verified email on file
80/100
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Questions about Passing It On: Estate Planning for Families

What is Passing It On: Estate Planning for Families about?

California estate planning lawyer Michael Pevney discusses various topics regarding the important world of estate planning. Living trusts. Revocable trusts. Wills. Durable power of attorney. Advance healthcare directives. Estate planning is extremely important for every family that wants to control what happens to their bodies and their property both while they're alive and after they pass away.

Who hosts Passing It On: Estate Planning for Families?

Passing It On: Estate Planning for Families is hosted by Michael Pevney. The show has published 241 episodes to date.

What has Passing It On: Estate Planning for Families covered recently?

Recent episodes include "How to Pick A Power of Attorney in California" (19 August 2026, 6 minutes), "Will vs Trust in California: Which Estate Plan Is Best?" (17 August 2026, 4 minutes), and "Dave Ramsey's WORST Estate Planning Advice EXPOSED!" (15 August 2026, 3 minutes).

How often does Passing It On: Estate Planning for Families publish?

Passing It On: Estate Planning for Families publishes roughly every two weeks, with episodes averaging 8 minutes across 241 episodes.

How hard is it to get booked on Passing It On: Estate Planning for Families?

Booking probability for Passing It On: Estate Planning for Families is 45%, and the host is rated Selective on guests. Passing It On: Estate Planning for Families requires a Pod Score of 80 or higher. Passing It On: Estate Planning for Families's contact route on record: verified email.

Who should pitch Passing It On: Estate Planning for Families?

The strongest fits for Passing It On: Estate Planning for Families are Law & Legal Services. Passing It On: Estate Planning for Families has a business audience.

About the host

Michael Pevney hosts Passing It On: Estate Planning for Families, a business show with 241 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Passing It On: Estate Planning for Families

    How to Pick A Power of Attorney in California

    Aug 19, 20266 min

    Who Should Be Your Financial Power of Attorney in California? If you were suddenly hospitalized and unable to manage your own finances, who would pay your mortgage, handle your bills, deal with your bank, and sign...

  • Passing It On: Estate Planning for Families

    Will vs Trust in California: Which Estate Plan Is Best?

    Aug 17, 20264 min

    Should you have a will or a living trust in California? The answer depends on what you own, your family situation, and how you want your assets handled after you pass away. In this video, I explain some of the key...

  • Passing It On: Estate Planning for Families

    Dave Ramsey's WORST Estate Planning Advice EXPOSED!

    Aug 15, 20263 min

    Dave Ramsey recently said that unless you have a net worth in excess of $100 million, you probably don't have a need for trusts. As a California estate planning attorney, I have a very different perspective. One of the...

  • Passing It On: Estate Planning for Families

    Estate Planning Nightmare Scenario #2: The Family That Waited

    Jun 10, 20266 min

    What happens when someone receives a serious medical diagnosis, speaks with an estate planning attorney, and then decides to wait? In this video, I share another real-world estate planning story that almost ended very...

  • Passing It On: Estate Planning for Families

    I'm the Trustee Now — What Happens Next?

    Mar 25, 202612 min

    What happens when the people who created a living trust pass away and I am now the one in charge as trustee? In this episode, I walk through what a successor trustee actually does after death, what trust administration...

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  • Passing It On: Estate Planning for Families

    Why Estate Planning Is Really About Control

    Mar 5, 202613 min

    Control over your assets, your healthcare decisions, and your legacy — both while you are alive and after you pass away. In this episode, I explain why estate planning is not just about what happens when you die. A...

  • Passing It On: Estate Planning for Families

    How to Shield an Inheritance from Divorce and Lawsuits

    Feb 26, 202612 min

    If I left my child a million dollars tomorrow, would it actually be protected from divorce? In this episode, I walk through how inheritance works in California — especially in a community property state like ours — and...

  • Passing It On: Estate Planning for Families

    How to Leave an Inheritance to a Child with Addiction Issues (Without Making It Worse)

    Feb 23, 202612 min

    What happens if you leave a large inheritance to a child who is struggling with substance abuse, gambling, or serious financial irresponsibility? In this episode, I explain why leaving money outright to a vulnerable...

  • Passing It On: Estate Planning for Families

    What Happens to Your Pets When You Die?

    Feb 4, 20268 min

    What Happens to Your Pets When You Die? What actually happens to your pets when you die? In this podcast, I walk you through the 4 main ways you can make sure your animals—dogs, cats, birds, snakes, tortoises, even...

  • Passing It On: Estate Planning for Families

    When Is a Will Enough — And When Do You Really Need a Trust?

    Jan 12, 202614 min

    In this episode, I dive into one of the most common estate planning questions I get: Is a will enough? Or do I need a trust? I break down when a will might be appropriate — and why, in most cases here in California, it...

  • Passing It On: Estate Planning for Families

    Why I Won't Be Your Trustee — And Who You Should Choose Instead

    Dec 31, 202513 min

    In this episode, I'm diving into one of the most important — and often misunderstood — parts of estate planning: choosing the right successor trustee . This isn't about who gets your assets. It's about who gives them...

  • Passing It On: Estate Planning for Families

    Why Brides Don't Wear Their Mom's Wedding Dress — And What That Has to Do with Estate Planning in Ca

    Dec 24, 20258 min

    Most brides don't wear their mom's wedding dress. Why not? It's sentimental, meaningful… and yet, rarely used. In this episode, I'll explain what this has to do with estate planning, family homes, and why passing down...

  • Passing It On: Estate Planning for Families

    Protect Your Child's Inheritance with a Spendthrift Trust

    Dec 11, 202511 min

    Would your child make wise choices if they inherited $1 million tomorrow? If you're not sure—or if the answer is "definitely not"—this video is for you. I'm Michael Pevney, an estate planning lawyer based in Orange...

  • Passing It On: Estate Planning for Families

    🎙️ Should You Put a Rental Property in an LLC? Asset Protection & Estate Planning Tips

    Nov 18, 20251 min

    In this quick estate planning episode, attorney Michael Pevney breaks down whether putting a rental property—or any business—into an LLC makes sense as part of your overall estate plan. Learn why the first layer of...

  • Passing It On: Estate Planning for Families

    🏡 How to Put Your Home in a Living Trust (Without Refinancing It)

    Nov 10, 20258 min

    If you've ever wondered how to add your home to a living trust — especially when there's a mortgage on it — this episode is for you. I'm Michael Pevney , a California estate planning attorney, and I help families...

  • Passing It On: Estate Planning for Families

    Will vs. Trust — What's the Best Choice for You?

    Nov 3, 202513 min

    Confused about whether you need a will or a living trust ? In this episode, Michael Pevney, an experienced California estate planning lawyer, breaks down the key differences between the two — so you can make the best...

  • Passing It On: Estate Planning for Families

    What REALLY Happens If You Die Without a Trust in California?

    Oct 28, 202510 min

    A lot of people think their family will just automatically get their home or savings if they pass away without a trust — but that's not how it works in California. In this video, I'm walking you through exactly what...

  • Passing It On: Estate Planning for Families

    Risk of Handwritten Wills – Lessons from Aretha Franklin's Estate

    Aug 18, 20252 min

    Thinking about writing your will by hand? Think again. In this short episode, attorney Michael Pevney explains why handwritten wills (also called holographic wills) can leave your loved ones in years of conflict. Aretha...

  • Passing It On: Estate Planning for Families

    Skip Joint Tenancy: The Trust-First Way to Pass Your Home to Your Kids

    Jul 30, 20251 min

    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...

  • Passing It On: Estate Planning for Families

    Leave It to a Friend: Passing Property Outside the Family in California

    Jul 28, 20258 min

    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...

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