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Simple guide on the way to Send Revocable Living Trust via Email

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How to Send Revocable Living Trust via Email

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In this video, Darcel Lobo, owner of Down Law Firm, discusses funding a revocable living trust, an estate planning tool that facilitates asset disposition while avoiding probate. He explains that a key advantage of a revocable living trust is its ability to keep assets out of probate, making it attractive to clients. However, the trust must own the assets to function effectively. When creating a revocable living trust estate plan, the firm also assists clients in funding the trust by transferring ownership of their assets into it. Lobo emphasizes the importance of this process, particularly concerning any real estate owned by the client.

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Got questions?

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 type of bank account for a trust?

A trust checking account is an account held within a trust, that is used by trustees to facilitate transactions, as mandated by the trust agreement. Trust checking accounts are insured by the Federal Deposit Insurance Corporation (FDIC).

Is a distribution of stock from a trust taxable to the beneficiary?

When trust beneficiaries receive distributions from the trusts principal balance, they do not have to pay taxes on the distribution. The Internal Revenue Service (IRS) assumes this money was already taxed before it was placed into the trust.

How do I open a bank account for a trust?

Opening a trust account Although each banks requirements differ, most require the trust agreement, or document that sets up the trust and appoints the trustee, as well as two pieces of personal identification. Bring the required documentation to the bank and fill out any forms the bank might require.

How do I transfer stock from a trust to a beneficiary?

To transfer assets such as investments, bank accounts, or stock to your real living trust, you will need to contact the institution and complete a form. You will likely need to provide a certificate of trust as well. You may want to keep your personal checking and savings account out of the trust for ease of use.

How do I transfer stock to a revocable trust?

To transfer assets such as investments, bank accounts, or stock to your real living trust, you will need to contact the institution and complete a form. You will likely need to provide a certificate of trust as well. You may want to keep your personal checking and savings account out of the trust for ease of use.

How do you distribute stock to beneficiaries?

The trustee can set up new brokerage accounts in the name of the beneficiaries, or the beneficiaries can create their own brokerage accounts at an institution of their choosing. The Trustee can then instruct that all stocks and bonds be transferred in-kind (meaning without being sold) to the Trust beneficiaries.

How are investments distributed to beneficiaries?

Distribute trust assets outright The grantor can opt to have the beneficiaries receive trust property directly without any restrictions. The trustee can write the beneficiary a check, give them cash, and transfer real estate by drawing up a new deed or selling the house and giving them the proceeds.

How are stocks distributed in a trust?

Trusts typically provide that most, if not all, of the trust estate i.e., all the trust assets shall be divided into separate shares for each of the beneficiaries. The shares may be equal or unequal. Other distributions may involve monetary bequests and specific gifts of real and/or personal property.

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Send Revocable Living Trust via Email