Your Ex Still Controls Your Estate (3 Post-Divorce Traps to Fix)
Автор: Vitaly Novok
Загружено: 2025-10-21
Просмотров: 126
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You updated your trust after divorce - but your ex-spouse could still inherit your IRA, control your medical decisions, and receive your life insurance payout. Most people stop at updating their trust and miss the 3 critical places where their ex remains in control. In this video, I reveal where your ex-spouse might still have legal access to your assets and the specific updates that protect your new beneficiaries.
00:00 Intro
00:19 Who Gets What & Who’s in Charge
03:20 Titles & Funding
03:59 The TOD Remarriage Trap
05:15 Real Estate Titles
06:11 Business Interests
07:22 Tax Coordination & Strategy
10:51 Life Insurance Ownership
11:19 Your Action Plan
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Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies.
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Disclaimer: This video and its description are provided for informational and educational purposes only. Just to be super clear - no attorney-client, tax-advisor, investment-advisor, or fiduciary relationship is created by watching this content or reaching out to me afterward.
I am not an attorney, so nothing I share should be construed as legal advice. The ideas I discuss are generic in nature and do not constitute personalized investment, tax, or legal recommendations. You'll always want to consult with a qualified attorney, CPA, and financial advisor who can evaluate how these concepts might apply to your specific situation.
Keep in mind that past performance is not indicative of future results, and all investing involves risk, including the possible loss of principal. This content is not an offer to buy or sell any security and shouldn't be relied upon to make investment decisions.
The information I share comes from sources I believe are reliable, but I can't guarantee accuracy. Things change quickly in our field, so what I'm discussing today may become outdated or could be affected by future developments or changes in laws.
#EstatePlanning #DivorcePlanning #LegacyPlanning
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