Common Mistakes that Ruin an Estate Plan and Trust

Do not make these 5 common mistakes related to setting up your Living Trust. Making these mistakes can lead to a world of hurt for you and your family.

Jim Burch outlines these mistakes and how to avoid or correct them if you've put together a Living Trust.

Connect with Jim and his team to get your Estate Plan put together here:
https://easylegalplanning.com/

Check out our resources at https://TheRetirementNerds.com/

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⏰ TIME CODES ⏰
0:00 Intro
0:55 Mistake 1: Signature Issues
1:55 Signature Horror Story
4:50 Where to Notarize
6:20 Mistake 2: Not Funding the Trust
7:21 How to properly Fund
9:58 POD Pros and Cons
12:06 Mistake 3: Real Estate Problem
15:18 Avoiding and Fixing Mistakes
20:49 Mistake 4: Assets that don't go in the Trust
26:19 Mistake 5: Not Including the Family in the decision
27:50 Where to get help

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Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.