How to Put Your Home into Your Trust [Step-by-Step]
Автор: Mat Sorensen - Wealth Lawyer & Entrepreneur
Загружено: 2025-05-02
Просмотров: 1833
Описание:
In this video, I break down exactly how to put your home into your revocable living trust—step by step. I explain the type of deed you need (and why a warranty deed is critical), how this affects your mortgage and insurance, and even the hidden tax pitfalls to avoid in certain states. This is essential estate planning knowledge if you own a home and want to avoid probate. I'm Matt Sorensen, and my mission is to help you protect your assets and build lasting wealth.
0:00 - Why Your Home Must Be in Your Trust
0:18 - What Happens Without a Trust?
0:35 - Do You Even Need a Trust?
0:50 - The Deed Transfer Explained
1:25 - Why You Should Use a Warranty Deed
2:08 - Will My Mortgage Be Affected?
3:03 - Avoiding the Due-on-Sale Clause
3:23 - Transfer Taxes and How to Avoid Them
3:58 - Who Should Prepare the Deed?
4:36 - Title Company vs Attorney for Deed Prep
5:13 - Get Help Setting Up Your Trust
Plan with confidence. Learn more about KKOS Lawyers’ estate planning services here: https://kkoslawyers.com/schedule-an-a...
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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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