Easily Replace Initials Field into the Living Trust

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How to Replace Initials Field into the Living Trust

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hey so Im Paul Rabelais and in this video were going to talk about Im not so well known secret to naming or titling your living trust okay so Im Paul rambling Im an estate planning attorney I help our clients get and keep their legal affairs in order and many people around the country they set up revocable living trusts because they want assets titled in the name of their trust when they die because assets in their trust they avoid that court-supervised an attorney involved probate or succession proceeding assets and a living trust dont go through that you name a successor trustee may be a child or adult children of yours who you will designate to be able to disperse the assets out of your trust to your trust beneficiaries when you die without any attorney in court in court involvement now when someone sets up that living trust theres always going to be a name or a title to the trust and then their assets at least the assets that would have to go through probate if they remain i

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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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How to transfer real estate into a living trust in Florida?

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.

What are some good names for a trust?

Most trusts are named after the Trust Creators and also include the date the trust was created. Examples are John and Jane Smith Revocable Trust dated 1/1/20; or Smith Family Trust dated 1/1/20; or John W. Smith and Jane A. Smith Revocable Family Trust dated 1/1/20.

What would be the advantage of naming a trust as beneficiary of a life insurance policy?

One benefit of naming a trust as the beneficiary of a life insurance policy is that the trustee then has control of the money from the policy, and can control the distribution and investment of the money ing to your wishes as the trust creator.

What is the best way to name a living trust?

Its generally in your best interest to go with a shorter name for your trust since the longer a name the higher the chance of misspellings or issues with abbreviations due to a lack of space on forms. In other words, Doe Family Trust dated 10/11/12 is preferable to John R. Doe and Jane U.

Should I name my living trust as beneficiary on life insurance?

The bottom line is that if you are using revocable living trusts as an estate tax planning vehicle, the trust should be listed as the primary beneficiary of your life insurance policy as opposed to your spouse.

What is a major problem with naming a trust as the beneficiary of a life insurance policy?

You have no real control over how your life insurance benefit is used once its willed to them. Your benefit may enter a probate process which can be expensive, and delay the delivery of a benefit to your beneficiary.

What is the valid reason for naming a trust as beneficiary of a life insurance policy as opposed to naming an individual?

The reason for naming a trust as the primary beneficiary is that, upon your death, the life insurance proceeds would be payable to your trust, and subject to the rules of your trust. This can be very beneficial if you want to place conditions and restrictions on the distribution of life insurance proceeds.

What happens when a trust is the beneficiary of a life insurance policy?

The trust, upon the grantors request, buys a life insurance policy on the life of the grantor. The trust is the owner and the beneficiary of the policy. The proceeds of the life insurance policy will be paid to the trust as beneficiary to be distributed in ance with the trust agreement.

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