DiscoverPassing It On: Estate Planning for FamiliesEstate Planning for Non-Family Beneficiaries
Estate Planning for Non-Family Beneficiaries

Estate Planning for Non-Family Beneficiaries

Update: 2025-06-23
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👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

Can someone who isn't a relative inherit your home, bank accounts, or other assets? Absolutely. In this episode, I answer one of the most common estate planning questions I get: how to leave property to a friend, a partner, a charity, or anyone outside your family. I explain how to do it legally and clearly using tools like joint ownership, beneficiary designations, wills, and especially revocable living trusts. You'll also learn how to disinherit family members and why trusts offer more control, privacy, and probate protection than a simple will.

#EstatePlanning #LivingTrust #CaliforniaLawyer #Disinheritance #LeavePropertyToFriend #RevocableTrust #AvoidProbate #BeneficiaryDesignations #EstatePlanForNonRelatives #WillsAndTrusts #TrustAttorney #FillThatBucket

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Estate Planning for Non-Family Beneficiaries

Estate Planning for Non-Family Beneficiaries