Easily Insert Conditional Fields into the Revocable Living Trust

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How to Insert Conditional Fields into the Revocable Living Trust

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[Music] welcome everyone whos joining us on this uh zoom meeting today and if folks are in the waiting room well let you in as they uh come in colleen if youll make sure that you handle that one for me i appreciate it my name is lynn st louis and i am an estate planning and elder law attorney at elg estate planning here in washington state and today what were going to be talking about are revocable living trusts and the five biggest mistakes people make when it comes to their revocable living trusts if you have any questions please feel free to put those questions in the chat and i will answer your questions at the end today also um if you stick with us to the end then we are going to be offering you a complimentary gift as well so really excited to have you here thank you so much for joining me so lets go ahead and get started so were talking about revocable living trusts and the biggest mistakes that are made with that very popular estate planning tool so im going to talk abou

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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What assets should not be placed in a revocable trust?

What assets cannot be placed in a trust? Retirement assets. While you can transfer ownership of your retirement accounts into your trust, estate planning experts usually dont recommend it. Health savings accounts (HSAs) Assets held in other countries. Vehicles. Cash.

What are the disadvantages of a revocable trust?

The main disadvantage of a revocable living trust is that it does not protect you from creditors or lawsuits. Because you have control of everything in your trust and have access to the assets, you can still be sued for liability.

What is a living revocable trust with incapacity clause?

A key difference between a will and a living revocable trust is that the living trust has an incapacity clause that states who you want to manage your affairs in the event you are unable to do so yourself. Also, if you only have a will when you die, it will need to be submitted to probate court.

What type of account Cannot be used for a trust?

Medical savings accounts. Medical savings accounts and health savings accounts are used for paying medical expenses. These accounts are tax-free and cannot be named under a living trust.

Should I put my brokerage account in a trust?

To avoid probate on brokerage accounts, you must create a trust or fill out a TOD (transfer on death) form to transfer the money directly to your beneficiaries. It is generally better to retitle your investment accounts to your trust during your lifetime rather than rely on a TOD to transfer your accounts at death.

Can a trust hold an asset?

You can use trusts that have a trading function, hold shares in an operating company, or hold personal assets. In any case, trusts are useful as they can provide benefits such as protecting assets, distributing income, and minimising tax obligations.

What is this type of investment put in a trust?

What investments can a trust make? A trust can hold a variety of different assets, including stocks, mutual funds, ETFs (exchange-traded funds), REITs (real estate investment trusts), cash, real estate, and other property.

How to transfer property into revocable living trust in California?

To transfer real property into your Trust, a new deed reflecting the name of the Trust must be executed, docHubd and recorded with the County Recorder in the County where the property is located. Care must be taken that the exact legal description in the existing deed appears on the new deed.

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