Six Revocable Living Trust Mistakes
Автор: The American Estate Planning Series
Загружено: 2024-01-26
Просмотров: 18531
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00:00 Six Revocable Living Trust Mistakes
8:18 #1 Not Re-Titling Assets To Trust / Not Funding Your Trust
12:47 #2 Making Mistakes With the Trustee Designation
21:53 #3 Over-Relying on TOD or POD Designations
28:28 #4 False Assumptions People Make
36:03 #5 Failing to Document Trust Assets
39:34 #6 Acting Too Quickly After Settlor Dies
43:58 Failing To Make Portability Election After First Spouse Dies
46:49 Failing To Include No-Contest Clause in Living Trust
48:57 Q&A
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