Episode Details

Leaving your house to the kids in a will sounds simple—but it drags them straight into California's probate maze. And putting a child on the title? That move can trigger tax headaches and liability risks you never saw coming. In this episode, discover why a revocable living trust is the clean, court-free path for transferring your primary residence. We cover:

• How one deed change drops your home into the trust's "bucket"

• Why joint ownership with a child can backfire—big time

• Key probate-avoidance tips that keep inheritances fast, private, and fee-light

🎯 California listeners—book your FREE Estate Planning Strategy Session here: calendly.com/mpevney/strategysession