Signed your living trust? Good start, but there's more! Learn how to fund your trust with real estate & bank account assets. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with your living trust, and expert legal advice!
Signing your Living Trust is not the end of the estate planning process. Managing your assets correctly in the Trust is important for your future plans. In our webinar, our experts will guide you on how to handle your Trust assets, especially real estate and bank accounts. We'll talk about how to move your real estate & bank accounts into a Trust, manage bank accounts in a Trust.
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
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00:00 Welcome
01:52 What is a Living Trust?
03:56 Funding Your Trust with Real Estate
13:00 Funding Your Trust with Bank & Brokerage Accounts
16:22 Personal Property
18:55 Next Steps
19:20 Contact Us!
CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
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