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How to Transfer Assets into a Living Trust

Автор: Toby Mathis Esq | Tax Planning & Asset Protection

Загружено: 2025-03-17

Просмотров: 30579

Описание:

We’re going to cover how to fund your living trust and why it’s crucial to move assets into it during your lifetime.

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A living trust is essential for keeping your assets out of probate and ensuring a smooth transfer of assets to your heirs.

Many people don’t realize that simply creating a trust isn’t enough—it must be properly funded to be effective. Without this step, your estate could still go through probate, making your financial affairs public and delaying distributions.

Video to Watch NEXT    • 7 Disadvantages Of Putting Your Home In A ...  

By properly structuring your trust, you can maintain privacy, avoid court interference, and create a lasting legacy for future generations.

🔔 Don't forget to subscribe for more insights on real estate investing and business strategies!

Chapters:
0:00 Intro
2:07 The Players in a Living Trust
4:29 Transfer Assets into a Trust
6:59 Transfer Bank Accounts
11:25 Private Entities
14:28 Life Insurance
16:56 Personal Property
20:44 Final Notes
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.

#livingtrust #trust #assets #estateplanning #probate

How to Transfer Assets into a Living Trust

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