๐๐๐ ๐ข๐ฌ๐ญ๐๐ซ ๐๐จ๐ซ ๐ญ๐ก๐ ๐
๐ซ๐๐ ๐๐ข๐ฏ๐ข๐ง๐ ๐๐ซ๐ฎ๐ฌ๐ญ ๐๐ฅ๐๐ฌ๐ฌ: http://www.FreeTrustClass.com
What Assets to Put (and NOT Put) in a Living Trust // If youโre learning how to protect your assets and avoid probate, you might already know a living trust is a powerful tool. But what exactly should you put in it? Youโre not alone if youโve asked yourself this question. Iโve worked with over a thousand clients as an estate planning attorney, and many of them get stuck here. You might be worried that missing the right assets could undo all the work of setting up your trust. Or worse, you could leave your loved ones tangled in a costly probate process you were trying to avoid in the first place. In this video, estate planning lawyer Edmund Yan will break it all down clearly: what assets you should put into your trust, what you shouldnโt, and the practical steps to make sure your trust works the way itโs supposed to.
#TreeOfLifeLawFirm #FundingATrust #LivingTrust #EstatePlanning
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โ๏ธ (๐
๐ซ๐๐ ๐๐ฅ๐๐ฌ๐ฌ) ๐๐จ๐ฐ ๐ญ๐จ ๐๐๐ค๐ ๐๐จ๐ฎ๐ซ ๐๐ข๐ฏ๐ข๐ง๐ ๐๐ซ๐ฎ๐ฌ๐ญ ๐๐๐๐๐๐๐ ๐๐ข๐ซ๐ข๐ง๐ ๐ ๐๐๐ฐ๐ฒ๐๐ซ: http://www.FreeTrustClass.com
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00:00 - Intro
01:05 - Why Does It Matter What You Put in Your Living Trust?
03:38 - What Assets Should Go Into Your Living Trust?
05:07 - 1. Real Estate
05:52 - 2. Bank Accounts
07:53 - 3. Investment Accounts
08:17 - 4. Personal Property
09:17 - 5. Business Interests
11:02 - 6. Life Insurance Policies
11:42 - 7. Retirement Accounts (With Caution)
12:17 - 8. Digital Assets
12:42 - What Should NOT Go Into Your Living Trust?
15:02 - The Biggest Mistake People Make
16:04 - Watch the Free Living Trust Class
16:20 - Prayer
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Tree of Life Law Firm
(408) 412-1913
https://www.treeoflife.legal
๐ ๐๐ ๐๐๐ ๐๐๐๐ ๐๐ ๐
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๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐๐. ๐๐ ๐๐จ ๐ง๐จ๐ญ ๐จ๐๐๐๐ซ ๐๐ซ๐๐ ๐ฅ๐๐ ๐๐ฅ ๐๐๐ฏ๐ข๐๐. ๐๐ง๐ฅ๐ฒ ๐๐จ๐ง๐ญ๐๐๐ญ ๐ฎ๐ฌ ๐ข๐ ๐ฒ๐จ๐ฎ ๐ฐ๐๐ง๐ญ ๐ญ๐จ ๐ก๐ข๐ซ๐ ๐ฎ๐ฌ ๐๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐๐ฌ๐ญ๐๐ญ๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐ญ๐ญ๐จ๐ซ๐ง๐๐ฒ.
Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court.
Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered:
http://www.FreeTrustClass.com
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About Attorney Edmund Yan:
Hi, Edmund here. Iโve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, Iโve received many humbling awards, including:
๐ Awarded 10 Best Estate Planning Attorney (AIOLC)
๐ Clients' Choice Award (Avvo)
๐ Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star)
Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload.
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Legal Disclaimer:
The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state.