Knowing how to fund a living trust in California is vital to avoid COSTLY probate! Estate planning explained. 👉Book a Call at [ Ссылка ] for California Living Trusts and Estate Planning.

Don’t treat your Living Estate like a legal junk drawer—make sure you have what you need in there! Even with a small estate, you can potentially LOSE MILLIONS if you don’t fund your Living Trust correctly as probate fees can really add up quickly! Correctly funding a living trust – where you transfer assets from your name and put them into the name of the trust—is a crucial part of estate planning. Only an estate planning expert—not a generalist—can show you where the LOST OPPORTUNITIES are to hold on to your money.

In this legal webinar we’ll talk about eight big mistakes people make when funding their trust including:

• Not putting a house in a Living Trust
• Not putting properties back in a Living Trust after refinancing
• Not putting checking and savings accounts in a Living Trust
• Not naming a Living Trust as beneficiaries of life insurance policies
• Not putting small business interests in a Living Trust
• Not putting annuities in a Living Trust
• Not putting brokerage accounts in a Living Trust
• Not using an IRA Legacy Trust

To watch this video on our site, click here:
[ Ссылка ]

For more information about funding your Living Trust, click here:
[ Ссылка ]

👉Book a Call at [ Ссылка ]
for California Living Trusts, Estate Planning, and Trust Administration.

SUBSCRIBE to California Estate Planning YouTube Channel [ Ссылка ]

CONTACT us at [ Ссылка ] 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: [ Ссылка ] for California Estate Planning information

FREE LEGAL WEBINARS: [ Ссылка ] includes Q&As with expert attorneys!

PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

© 2020 CunninghamLegal

#estateplanning #livingtrust #cunninghamlegal

свернуть