How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!

Подписаться 18 тыс.

Просмотров 8 тыс.

50% 1

Signed your living trust? Good start, but there's more! Learn how to fund your trust with real estate & bank account assets. Book a Call at www.cunninghamlegal.com/book-... for estate planning, help with your living trust, and expert legal advice!
Signing your Living Trust is not the end of the estate planning process. Managing your assets correctly in the Trust is important for your future plans. In our webinar, our experts will guide you on how to handle your Trust assets, especially real estate and bank accounts. We'll talk about how to move your real estate & bank accounts into a Trust, manage bank accounts in a Trust.
👉 Book a Call at www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
SUBSCRIBE to California Estate Planning RU-vid Channel ru-vid.com...
00:00 Welcome
01:52 What is a Living Trust?
03:56 Funding Your Trust with Real Estate
13:00 Funding Your Trust with Bank & Brokerage Accounts
16:22 Personal Property
18:55 Next Steps
19:20 Contact Us!
CONTACT us at www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
#cunninghamlegal #estateplanning #livingtrust

Опубликовано:

14 июл 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 12

@splendid_is_she1614 8 месяцев назад

Very knowledgeable, and informative! Thank you very much for these amazing BREAKDOWNS ❤

@CunninghamLegal 8 месяцев назад

You are so welcome! Thanks for leaving a comment. We really appreciate it!

@kdutra805 8 месяцев назад

I love this guy i wish i could afford him

@CunninghamLegal 8 месяцев назад

Please reach out to our office. We have been building an extensive network and might be able to refer you out.

@jjf609 6 месяцев назад

Great info. You can also tell folks that they can change the speed of the video by hitting the gear icon to make the video/speaker slower or faster.

@CunninghamLegal 6 месяцев назад

Great tip! Thanks for leaving a comment.

@pattyw9543 Месяц назад

👍👍 thank you!!

@CunninghamLegal Месяц назад

You are welcome!

@qyouwilber5734 3 месяца назад

Thank You in triplicate. I used a "Ladybird Deed" to transfer my house in Florida. I did open a Trust at my bank but did not realize that that was all I needed to do to put it in my bucket. That is why I watched this video. The process is so confusing..

@CunninghamLegal 3 месяца назад

I'm glad you found our video helpful! Please note that this content was specifically developed for California Estate Planning, as we are a California law firm.

@1captalexracine 8 месяцев назад

Should all the bank and brokerage accounts be under the name of the trust... John Doe living trust or having the beneficiary of all accounts be the living trust suffice the requirement to avoid probate? Thanks

@CunninghamLegal 8 месяцев назад

Bank accounts that ought to be in the trust should be titled in the name of the trust. Naming a trust as beneficiary is a shortcut that institutions take because it’s easier for them. A problem can arise when a grantor of a trust is incapacitated an ordering of liquidation of accounts comes in to play. For example, when paying mom’s $25K per month care bill, does the money come from her IRA, her bank account with the trust as beneficiary, the bank account in the name of the trust, or the bank account that is in mom’s name individually? This ordering process determines which account is drained first, then the next, then the next and so on. You can contact our office for a consultation if you need estate planning help: www.cunninghamlegal.com/california-law-offices/contact/