5 Assets That SHOULD Never Go Into A Living Trust

Clint Coons Esq. | Real Estate Asset Protection

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In this video, I'm breaking down the types of assets you should NOT put into your living trust and why.
While many videos discuss how to fund your trust, few address which assets should stay out of it.
💰 Let's discuss annuities, IRAs, and 401(k)s. These assets are essentially trust agreements themselves and should remain outside of your living trust. Attempting to transfer them into your trust could trigger unintended tax consequences or jeopardize their special tax treatment.
By understanding which assets belong in your trust and which don't, you can ensure your estate planning strategy is both effective and efficient.
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Show Notes:
0:00 Intro
0:32 Vehicles
3:01 Annuities, IRAs & 401(k)
5:48 Life Insurance
7:10 Outro
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ABOUT CLINT COONS
Clint Coons, Esq. is one of the founding partners of Anderson Law Group, Clint has grown his legal and tax firm to over 400 employees by assisting real estate investors with creating and implementing solid entity structuring plans. His success in these regards is in large part due to his personal investing experience. A successful attorney, real estate investor, and speaker, Clint has used his innovative and dynamic strategies coupled with knowledge borne from experience to help thousands of people save millions of dollars and build real wealth.
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#legacyplanning #estateplanning #livingtrust #assetprotection

Опубликовано:

31 май 2024

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Комментарии : 168

@ClintCoons 19 дней назад

Have questions about setting up your trust? Sign up for a free consultation TODAY! aba.link/zev

@lucyv4416 9 дней назад

1. Vehicle 2. Annuity (Ira,401k, etc.) 3. Life insurance

@integr8er66 3 дня назад

Nope, 401K needs to name the trust as beneficiary because all of the 401Ks I see now require an SSN for a beneficiary and they have no right to keep my children's SSN in their records which will certainly be hacked at some point. So if I name my trust then I don't put my children in harms way. Their SSN is not mine to go handing out to people

@larrykruck8047 23 часа назад

@@integr8er66 now your kids will not get 10 years to cash out, as a trust must cash them out in 5 years whereas a person gets 10 years.

@alangalermo 9 дней назад

Make copies of your house keys or properties and give it to your beneficiaries that you picked. Let them take everything that belongs to your family when you and your spouse passed away. They don't need to know what you owned, it would be less headaches and will saves the beneficiaries tons of money. You can still have a living trust for the house be smart you worked hard for your stuff, keep it to your family. That is my own opinion and good luck.

@integr8er66 3 дня назад

Yep, Guns especially. The Govt doesn't need to know what you have, and they can't trace personal items. Anything with a public record though is a different story

@cmf6081 2 дня назад

You have obviously never dealt with a Living Trust. It is the responsibility of the Successor Trustee to inventory all assets and use the assets to pay off all debts owed BEFORE distributing $$ to beneficiaries as designated in the Trust. The US government requires all $$ given to beneficiaries by the Trust be reported the IRS. Yes. Each beneficiary is given a separate Tax form for reporting on their personal taxes. You are giving bad and illegal advice. Any beneficiaries doing what you advised could be charged with Breaking and Entering, burglary and grand theft (3 felonies) and have to serve years in prison. Shame on you!

@alangalermo День назад

@@cmf6081 You need to read what I have said, "MY OWN OPINION" So who is more ashamed. You are Ha ha ha ha

@kauaikit 6 дней назад

Personally… on vehicles, I change the titles to add a T.O.D.’s (transfer on death). Simple & does not require signature of beneficiary. 😅

@Starfish2145 8 дней назад

In Arizona, you can file get a form from the DMV that immediately transfers the vehicle to your beneficiary upon your death. Attach that form to the title and keep it in your safe deposit box.

@chrishaddad5362 8 дней назад

Arizona really is a great state.

@loydacoulombe1397 7 дней назад

I had no idea.. Thank you

@robinteters5168 7 дней назад

You can in Oklahoma too.

@katsiduzynski488 5 дней назад

Unfortunately few banks have safe deposit boxes, you're better off having a fireproof strong box on your property in an easily accessible place.

@taniahummelgard2290 6 дней назад

Can’t emphasize enough how important this is.

@alanaldpal950 10 дней назад

Good video and advice; However, I suspect the number 1 thing is to know the laws in your state

@RosieBaseball 12 дней назад

The car was a key takeaway for me. Thank you for the advice.

@ClintCoons 12 дней назад

Glad it was helpful!

@kaythegardener 5 дней назад

Things to keep outside the trust -- depends if you have a spouse or adult children or minor grandchildren 1) titled vehicles, eg autos, boats, etc, passes on death to beneficiary with death certificate outside of probate; 2, 3, 4) annuity types of accounts -- eg IRAs, 401ks, normal annuities, with trust as beneficiary or beneficiary of IRAs & 401ks. Look at specific provisions with a tax advisor!! 5) life insurance -- passes outside of probate directly to the beneficiaries;

@melangreathouse2209 9 дней назад

Clint, this was absolutely stellar advice. And you’re right! Few financial advisors are talking about this. Thank You!!!

@jeanettecook1088 7 дней назад

It's no joke to us.... we have mules, and a trust! Nice video, thank you. 🎉

@kamakaziozzie3038 4 дня назад

That’s great! I’d love to have mule or a horse.

@marlenygonzalez6286 2 дня назад

@@kamakaziozzie3038what about my ( chihuahua dog)😂😂😂😂

@organizer14 22 дня назад

Really great points! Very useful to know! Thank you so much for your valuable education!!!

@HB-yq8gy 21 день назад

We live in NJ probate is very fast and efficient here some estate planning lawyers offer free dinners and fearmonger probate and taxes. After more research, we found out the opposite. This was after spending $2500 for a living trust that was complicated 30 pages. The attorney's name/firm was on almost every page. So we opted for a simple "The disclaimer trust in my last will and testament"

@mlamesq8 8 дней назад

FYI New Jersey no longer has estate taxes. Just figure out what to do with your federal estate tax exposure. Oh, and you’re welcome, now you don’t have to move to Florida.

@RonsterK 8 дней назад

Naming your trust as beneficiary of your IRA could create an immediate taxable event. Better to name natural persons to preserve option to extend tax deferred status of the assets.

@integr8er66 3 дня назад

Ya but the damn Investment companies require an SSN to name a beneficiary, and they have no right to ask, and Heck my kids SSN is not mine to hand out, so only option I found was to name the trust as beneficiary

@terryparish7133 21 день назад

Your spot on with the annuity and vehicles great information!

@acamposjr06 4 дня назад

*you’re

@anthonyrose6686 9 дней назад

Very good advice who knew

@sw4841 11 дней назад

Great advice!!

@kimberlindy 12 дней назад

Our X-attorney had us chasing our tails when we tried to put a new car in our living trust at the dealership who was like what in the what?!? We just met with a new local atty last week who said you don't do that and gave the same reasons you did. Shelled out so much $$ on wrong and bad advise from our X-lawwyer and honestly have heard so much wrong and bad advise from other well credentialed experts I trust no one now no matter what their credentials or how confident they are and its exhausting.

@ClintCoons 12 дней назад

That is frustrating for sure.

@angeldee7287 8 дней назад

Exactly. Do your own research and talk with different attys, financial advisors, and investors prior to setting up that living trust. This video is informative, thank you.

@YeshuaKingMessiah 4 часа назад

Yeahhhhh car salesmen are extremely unsophisticated Aka ignorant They know what they need to get that car sold and with as much extra they can get put into it as possible That’s it Outside status quo--total blank stares is all ur getting

@robertkerby2581 8 дней назад

Great advice, especially since my wife and I are having a living Trust set up on our behalfs.

@marialourdesbaniqued5923 8 дней назад

Thank you!

@monapar2706 4 дня назад

Thank you great advice

@clewis4826 21 день назад

Thanks!

@ClintCoons 19 дней назад

Thank you for the super thanks!

@WaitSpecific 3 дня назад

Newly divorced (42yrs) - trying to learn. So what’s left? Ur primary house? What about a rent house?Regular bank accts? I have POD on all cash accts. What “should” be included? It a trust cheaper than probate & inheritance property values?

@ClintCoons 3 дня назад

Your home, rentals (these should go into an LLC, and the LLC is held by your living trust), personal bank accounts, brokerage accounts, and business interests are the top that come to mind.

@WaitSpecific 3 дня назад

@@ClintCoons thanks !

@billm4544 8 дней назад

In NC my mom’s car was NOT in the trust and it had to go through probate to get it into my name. What a pain.

@mistylarosa9821 7 дней назад

The car title can name a beneficiary

@Seasidesalesfl123 6 дней назад

In Florida if beneficiary of the vehicle is not spouse or children vehicle has to go thru probate. Just went thru it for a friend’s estate.

@carolinenachtrab4357 5 дней назад

@mistylarosa9821 Yup - their name at TOD (TIME OF DEATH), should be on the title

@integr8er66 3 дня назад

@@carolinenachtrab4357TOD means Transfer on death, not time of death

@YeshuaKingMessiah 4 часа назад

I think NY too I was widow n it was immediate becuz of that My car will be junk tho, no one want it! My late husband’s was too. I gave it to the shop who had been fixing it HA. One more item off my list so it was worth it-no driving age kids at the time or they mayyyyy have wanted it tho. So then I woulda “sold it” to them for $50 after titling it in my name. Still only wait 6wks compared to 2-3 yrs probate.

@lv4077 13 дней назад

I don’t have to worry about that living trust stuff, I started with nothing and I have most of it left so I don’t have to bother with some of these legal details.

@escalade8759 12 дней назад

🤣🤣🤣

@miketheyunggod2534 21 день назад

Everything my mother owns is in her living trust. Everything goes to me.

@kamakaziozzie3038 4 дня назад

Thank you for the info 🙏 My wife and I own three properties and finally realized we probably need a Trust🙄 This was a good primer before we go to a lawyer

@ClintCoons 4 дня назад

If you would like a FREE 30-minute consultation to discuss the living trust, you can request one here - aba.link/clintss

@thedufloth 23 дня назад

What about when you have assets outside of the country? You could make a video about it. Thanks

@ClintCoons 22 дня назад

Noted

@co5626 11 дней назад

Agree; I am in the same situation and would benefit from some guidance on this topic.

@jonathanthink5830 8 дней назад

Do not put your bank accounts in the Living Trust. You could easily assign beneficiaries. There are also some complications with using trust for bank accounts. Some banks treat a trust as a "business entity", and you will get less interest. There is also no need to put timeshares in a trust if they are not already in there. It is a hassle and costs money.

@integr8er66 3 дня назад

My bank accts are in my trust, its not a problem at all, I just have to sign TTEE, to show I am the trustee. I have CDs in my trust as well, no problem there. Why would you let something as large as you bank acct go through probate?

@jonathanthink5830 3 дня назад

@@integr8er66 I believe the bank account beneficiaries have higher priority than the will. It is extremely important to assign beneficiaries in your bank accounts. I don't think it is a "problem" to use trust for bank accounts. It is just a hassle and unnecessary.

@ClayJitsu 22 дня назад

love it, great info!

@anjiviolin 21 день назад

Agreed! 😊

@brendahallmcdonald1292 6 дней назад

Probate can let your beneficiaries get the free stepped up value for real estate as of d/o/d and avoid tons of capital gains taxes. Know your state. There are no estate taxes in TN. The costs attendant to preparing and funding living trusts can be far more expensive than the cost of probate. Figure out what you are trying to accomplish. A trust is not always the most advantageous method of transferring wealth.

@susan7775 2 дня назад

I live in Washington; when my dad and years later my brother died, their vehicles were easily transferred to others, relatives or not

@MarkSpohr 9 дней назад

California has a mandatory fee (statutory fee that goes to lawyers) on assets that go to probate. A vehicle will be charged at 4% of the value.

@likethesky 7 дней назад

Not if it’s less than ~ $180k in value. Sure, if you own a $1 million Lamborghini, you might want to put it in a trust, but if your cars, household belongings, etc are less than $180k (it adjusts up for inflation in California each year), you don’t need to put them in your trust. Real estate, yes for sure!

@MarkSpohr 7 дней назад

@@likethesky Thank you

@lindasarooei7230 2 дня назад

Hi, thank you for doing this video, how can I get in touch with you, please?

@octonoozle 5 дней назад

But what about Trust Doesn't Rust. Sometimes you definitely want the vehicle to go to Michael Knight.

@maryollinger429 3 дня назад

The video I heard stopped at annuities.

@maryollinger429 8 дней назад

The title says 5 assets that should not be included. But you only named three.

@xavierkoolat6926 3 дня назад

I think it's as follows: 1. 0:32 Vehicles 2. 3:01 Annuities, 3. . . . IRAs, & 4. . . . 401(k) 5. 5:48 Life Insurance Annuities, IRAs, & 401(k) are from 3:01 to 5:48 .

@cindypappas253 4 дня назад

BMV has transfer upon death forms.

@jaimedpcaus1 7 дней назад

Can a limited g trust be changed later in life?

@likethesky 7 дней назад

A living trust can be modified at any time by the original grantors (you, who set it up), that’s because it’s a revocable (living) trust. So yes, it can change later in life or at anytime you need it to if your circumstances have changed. You should always get an attorney to change it however, it’s not really a DIY kind of thing.

@cbbcbb6803 6 дней назад

Can a LLC be the beneficiary of an insurance and other assets?

@ClintCoons 4 дня назад

Yes if the issuer is willing to name it.

@lesliefranklin1870 9 дней назад

I've heard some people say not to put your checking account into a living trust, but I've never heard the reasoning. Any comment on this?

@lizettemima 8 дней назад

I think it may be because you can list a beneficiary on your bank account.

@Starfish2145 8 дней назад

I wouldn’t ….just name a beneficiary or executor

@anncochenour9920 4 дня назад

Have a separate bank account in the name of the trust. If your house is in the trust and it’s sold the proceeds will be payable to the trust

@Greeneggsandham123 7 дней назад

Most stuff has beneficiary directions. Investments stocks, retirements, bank accounts. Since they already have those, they don’t go into trust? Does that just leave your house in a trust?,

@Mtsayhello 5 дней назад

Change title to join tenancy will do

@eds7626 19 дней назад

How do you set up a trust if both parents died but prefers the minor children to be raised with relatives overseas instead? The successor trustee is not the guardian. Is that possible?

@ClintCoons 19 дней назад

Great question, I recommend you request a free 45-minute consultation so we can provide the best answer for your unique situation. aba.link/zev

@karlenefuller8895 7 дней назад

Guess what! If you are listed secondary on a retirement account, you have to go through probate, if the primary beneficiary is deceased.

@davesguitars7787 6 дней назад

Your instructions about motor vehicle transfer are NOT accurate for all states. For instance, In New York only 1 vehicle can be transferred to an immediate relative. In addition, vehicles that are owned jointly can be passed to the survivor. Unfortunately, the rest will go through probate, unless they are in a trust. However, that is not ideal either, as it will be difficult, or very expensive to obtain insurance in NYS.

@walther9161 10 дней назад

I see a lot of people talking LLCs and aren’t there massive new regulations on LLCs? I’d think you’re trading one paper chase for another.

@qreyes143 10 дней назад

My aunt from Los Angeles who is single and has no children for some reason forgot to fund the trust. The primary asset would be her house. We were advised that the only recourse is probate. she has 2 living sisters still but the rest are neices,nephews and grandchildren. wh

@Starfish2145 8 дней назад

I am not an attorney, but if her house is paid off she should be able to quit claim the house into her trust. She just needs to go to a title company.

@kathyholt3516 7 дней назад

If you have a retirement & brokerage account & want to designate to a charity along with your car to charity, should these be put into a revocable living trust?

@davidw2739 7 дней назад

@@kathyholt3516I want to know this too. I have charities that I want to continue to support after my death.

@windyshores 6 дней назад

@@Starfish2145 you are correct

@kdjones5149 5 дней назад

What about placing IRAs in trusts so that nursing homes do not have access to these funds? We will be living off of SS and annuities. We will not need the money in our IRAs and have about $800k in Roth and $1.4M in traditional IRAs. Our parents are or were in nursing homes before their deaths. I would hate for a nursing home to rifle through our assets if we end up in a nursing home. My wife and I are 66 & 67 respectively.

@ClintCoons 4 дня назад

Are you looking to move assets to qualify for Medicaid?

@AscDrew День назад

@@ClintCoonssounds like it. What’s your suggestion there?

@GPHTX 7 дней назад

New sub thx

@robertcussen8039 18 дней назад

Would you put a vehicle in a trust in order to prevent Capital Gain and Inheritance Tax? Or Or would it be better to put these into a Family LLC President proposed 2025 Inheritance tax rate on top of Capital Gains which is nearly 40% and that's not including state death tax either.

@LazyGrayF0x 9 дней назад

Sign the title and put it in the safe but don’t date it or list odometer. Your survivor can claim it as a gift and register in own name, unless you’re not talking normal car. If it’s an appreciating exotic collectible, then I would put it in the trust.

@jannibal9273 8 дней назад

Oh come on. Do you know what the amount of money is that can be passed in an Estate free of Inheritance Tax? 99.9% of all Americans will NEVER pay a Federal Inheritance Tax because we don't have Estates worth millions of dollars. If you live in a state that has an inheritance tax, check your state laws. Generally, they are in sync with Federal law, but not always.

@robertcussen8039 8 дней назад

@@jannibal9273 That's why the President working on double taxing it in 2025. Inheritance tax and Capital Gains with both applying to anything left outside a trust, supposedly.

@stevesugulas9941 7 дней назад

@@LazyGrayF0x If I may, signature dies on title same moment said person passes over.

@LazyGrayF0x 7 дней назад

@@stevesugulas9941 its where not dated but signed title is useful.

@marshafrost1488 День назад

What about an irrevocable trust?

@dianecarlson2918 23 часа назад

NO. You can never make changes to an irrevocable trust

@harold415 4 дня назад

How about a house? How does that work?

@ClintCoons 4 дня назад

Your house will be held in your living trust.

@redstingraycorvette 5 дней назад

Unfortunately, nothing was mentioned about a home or vacation property

@ClintCoons 4 дня назад

Those go in your living trust

@PH-dm8ew 9 дней назад

Why not just set 401k's with beneficiary forms and leave out of trust all together?

@pmroveda 8 дней назад

That’s what I did

@wellington422 8 дней назад

Put a TOD (transfer on death) on your non-IRA accounts. Name your beneficiaries. This will avoid probate. Check rules in your state.❤

@dmustakasjr 7 дней назад

One possible reason is that the plans and terms of your trust won’t be enforced. If you wanted to transfer an account immediately on death, that’s fine. If you had guardians or other considerations say for small children you might want the trust and those trustees to manage the estate in a very specific way.

@robreese1373 4 дня назад

But if you have a Living Trust you don't have to go a Probate anyway,and why did you mentioned it in this video that if a person pass away the beneficiaries have to trough Probate sir? Pls reply

@ClintCoons 3 дня назад

That is correct.

@marccaraska8684 День назад

Why make the Trust the beneficiary of the 401(k)? If congress reduces the unified credit back to $1mil, you have just ballooned the Trust and may incur estate tax. The beneficiaries of the 401(k) should be the Trust beneficiaries, bypassing the Trust.

@jstohlman 7 дней назад

Where do you state who should inherit your car? In your will? Can anyone with the death certificate transfer title without any other documentation?

@raiden031 6 дней назад

I had to pay $20 to MVA (in MD) to put a beneficiary on my vehicle

@ClintCoons 4 дня назад

Yes or in your living trust.

@samkeino6810 9 дней назад

A major “hole” in virtually all videos about “hiding” assets from litigants in a dispute. All they need to do is ask and you MUST reveal all your assets,

@joesmith6357 7 дней назад

Lie like biden

@ismaelhall3990 15 дней назад

smart

@shawnm5692 22 дня назад

some people use a trust for vehicles to prevent others from finessing the car from your possession (getting a duplicate title under their name, etc). you still advise against it?

@ClintCoons 22 дня назад

Not at all. Using a personal property trust for vehicles is a great way to address what you describe.

@Philomath9ether 23 дня назад

Should art be included in a trust?

@ClintCoons 22 дня назад

Yes but art is personal property and does not require changing a title.

@teresarodriguez4848 8 дней назад

I was told all liquid assets automatically pour over into the trust. Bank accounts insurance 401 all have a beneficiary listed.

@cristinacarrasco5457 10 дней назад

❤

@nancykramer7700 10 дней назад

What happens if you have a collection of antique vehicles?

@ClintCoons 10 дней назад

I would place them in an LLC and put the LLC into the trust.

@nancykramer7700 10 дней назад

@@ClintCoons Thanks for the info. Are there any tax consequences from puting the cars in an LLC? What state are you in?

@evenbiggeral5089 9 дней назад

@@nancykramer7700 when this happened to me, I did a Quit Claim to avoid tax consequences.

@MooseBme 9 дней назад

!(: THANKS ;)!

@georgesanchez5175 4 дня назад

Ok Clint???? So what do i put in a trust???? After all that, I have a half pencil, 2 socks, 3 underwears and a rock? Can you make a video explaining then what a trust is for???

@ClintCoons 4 дня назад

The trust will hold your real estate and bank accounts and will serve as the beneficiary of assets like life insurance, etc. The purpose of the trust is to avoid probate.

@larrykruck8047 23 часа назад

wrong, wrong, wrong, do not make a trust the beneficiaries of your IRA, 401K, and annuity as a trust must cash them out in 5 years whereas a person gets 10 years.

@TheRealTommyBear33 12 дней назад

fomr this sounds like only real estate would go into a trust? maybe stocks outside of 401k and roth otherwise everything he listed wouldnt go into it?

@ClintCoons 11 дней назад

Your real estate should be in an LLC and the LLC should be in the trust. Your residence should be in the name of your trust. Bank accounts etc, out side of retirement plans should be in the name of your trust.

@libertyjustice2703 4 дня назад

I'll worry about having a trust when I win the lottery.

@pcmom465 5 дней назад

Can you make your trust the beneficiary of your pension?

@ClintCoons 4 дня назад

Yes if you have the proper pension provisions in your trust.

@broncojg 4 часа назад

Disagree on not naming your RLT as the beneficiary of your life insurance.

@bobbissell2910 10 дней назад

Not everything is pod

@asrc2005 8 дней назад

Real Estate can be TOD. Transfer on Death. An easy way to avoid probate on RE.

@likethesky 7 дней назад

@@asrc2005depends on the state. Some do not allow TOD (transfer on death), and some might recommend you list as joint ownership with rights of survivorship (which means no step up in basis). As a result I highly recommend you discuss with a good CPA or tax expert as well as attorney. You want to be sure you’re preserving the step up in basis to potentially avoid a lot of capital gains taxes for your heirs.

@markscholz1219 5 дней назад

Title = 5 things. Video = 3 things?

@ghostrider51500 6 дней назад

I own nothing. My foreign trust does. I’m taking about a foreign trust NOT apart of the US corporation.

@jonmeek3879 2 дня назад

I’m sorry I don’t agree with any of this based on my own experience with trusts

@mikeatgoogle501 5 дней назад

Can I put in a WILL someone that will have the POWER of attorney and form a trust for me upon death? The instructions of the trust will be in the will.

@ClintCoons 4 дня назад

No, because a POA only operates while you are alive. When you pass the POA becomes null and void.

@ebonytisby4680 22 дня назад

This video contradicts some of the others! You specifically spoke about putting the assets in the living trust. Now your saying they can’t find out who! That’s the purpose! ! And also Trust don’t go to jail! This has me questioning a few things. Spread fear to the people when people have been getting away since the beginning of times with practically murder for having a trust!

@acarr5972 15 дней назад

No, he didn’t. He said to put them in a personal trust. He did not use the word “living trust“. Operating a vehicle is prone to get you sued. You don’t want that in a living trust because then they can take everything inside the trust. Makes sense? So you put it in a separate trust by itself.

@user-oq4ow9rr6z 4 дня назад

Do your homework by asking your phone what the difference is between REVOCABLE and Irrevocable trusts!! YOU can change a revocable but this guy is suggesting Irrevocable....you dont have control over this type BEWARE

@ClintCoons 4 дня назад

I am not suggesting irrevocable. What made you think I was not referring to a revocable living trust? Did I misspeak somewhere in the video?

@Angiehere-1 7 дней назад

Make it non-revocable. My evil brother took an attorney to my mother’s house. She had dementia. The lawyer did not care. My brother took everything. Everything.

@camiller4916 6 дней назад

That is financial elder abuse. Can you a Conservatorship Petition? You should seek legal advice because it’s against the law to abuse elders, esp. in cases of incapacity. You should file a lawsuit against brother immediately.

@Angiehere-1 6 дней назад

@@camiller4916 I’m not going to waste my retirement funds going after him. My mother passed away last year. I did not need anything from her but my disabled sister was supposed to get her house. That did not happen.

@GatorT 4 дня назад

WRONG on the vehicle. You cannot transfer the title at the dmv. They ask for the trust, will. Just had this happen.They will NOT accept the death certificate. Who is this guy?

@ClintCoons 4 дня назад

Which state? Seems odd. How can they verify the person is dead without a death certificate.

@LadyLaw323 9 дней назад

IRAs and 401Ks are NOT annuities. Come on, dude. Do better 🙄

@canoone1975 8 дней назад

That’s not what he said. He said “like” 401(k)s or IRAs as examples of investment types not to be held in a Living Trust.

@wandiehazan 7 дней назад

3:02 Replay, he didn't say they were the same. He said they were "Like" annuities in that should NOT be in a Living Trust because of there special nature in re probate