5 Assets That Should Never Go Into Your Living Trust скачать в хорошем качестве

5 Assets That Should Never Go Into Your Living Trust

This video gives you a clear roadmap for what should never go into your California living trust so your plan stays strong and your family stays protected. You learn why everyday vehicles stay in your name, how retirement accounts like IRAs and 401k plans trigger massive taxes if moved into a revocable living trust, why annuity contracts punish ownership changes, and how life insurance can accidentally increase your taxable estate if it is titled the wrong way. You also learn the simple step that keeps these assets out of probate without retitling them. This short guide gives you the clarity you need so your trust works exactly the way you expect when your family needs it most. Best regards, Mitch Jackson, Esq. Start Your "Do-It-Yourself" Estate Plan https://mitch-jackson.com/problem-solved More Details and Options: https://mitch-jackson.com/solutions *Two Simple Plans: We offer two simple California estate planning solutions you can complete entirely online, right from home. No travel. No traffic. No hassle. Estate Plan #1: This option gives you everything you need to create your own complete estate plan with simple, step-by-step guidance. You’ll receive a private link to your secure online portal, where you can follow clear instructions and work at your own pace. Most people finish in 30-60 minutes. Once you’re done, your plan and all your documents are stored in your secure portal with 24/7 access. You can update and share with others anytime. Estate Plan #2: This plan gives you everything in Plan #1 plus full attorney support from start to finish. You can ask questions, get advice, and feel confident about every choice you make. You’ll also receive exclusive benefits that most firms don’t offer—along with your secure online portal (one of our favorite features for both plans). To see which plan fits you best, click the link to learn more. https://mitch-jackson.com/solutions/ **For full transparency, this video uses an AI avatar, and that’s on purpose. Our firm spends every day helping real clients with their estate planning challenges. We use this technology to quickly and easily give you clear answers, real solutions, and more value 24/7. It allows us to stay focused on what matters most: our clients. ***Disclaimer: This video isn’t legal, financial, or investment advice. No attorney/client relationship is established by watching this video. Before making any decisions, do your own research and talk with a qualified professional where you live. #CaliforniaEstatePlanning #LivingTrust #RevocableLivingTrust #AvoidProbate #EstatePlanningForFamilies #CaliforniaLivingTrustAttorney #CaliforniaEstatePlanningLawyer #HowToAvoidProbate #LivingTrustExplained #funding #fundingalivingtrust