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Why You Should Put Everything in a TRUST [Wealth Lawyer Explains]

Автор: Mat Sorensen - Wealth Lawyer & Entrepreneur

Загружено: 2025-04-29

Просмотров: 2853

Описание: In this video, I break down how to properly title all your assets—homes, LLCs, retirement accounts, bank accounts—into your revocable living trust. This is Part 2 of my Estate Planning Masterclass series, where I explain how to avoid probate and make sure your wealth transfers privately to your loved ones. If you have real estate, investments, or over $500,000 in assets, this step-by-step guide is essential for building and protecting your wealth. Subscribe for more tips on estate planning, asset protection, and building generational wealth!

0:00 Introduction to Trust Ownership
0:20 Why You Need a Revocable Living Trust
0:54 Deeding Your Home into a Trust
1:29 Handling Rental Properties and LLCs
2:04 Trusts and Retirement Accounts (IRA/401k)
2:29 Bank Accounts and Beneficiary Designations
3:29 Cars, Boats, and Personal Property in a Trust
4:38 Assigning Personal Property to a Trust
5:10 Who Needs a Trust and Why
5:48 How to Set Up a Proper Trust
6:03 Subscribe for More Wealth Building Tips

Want personalized help with your estate plan? Visit https://kkoslawyers.com/schedule-an-a...
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Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
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Websites:

https://directedira.com/appointment
https://kkoslawyers.com
https://mainstreetbusiness.com
https://matsorensen.com
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My Social Media:

Instagram:   / matsorensen  

Tik Tok:   / sorensenmat  

Linked In:   / matsorensen  

Facebook:   / mat.sorensen.1  
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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.

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Why You Should Put Everything in a TRUST [Wealth Lawyer Explains]

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