Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!

Описание к видео Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!

Many of us haven't looked at our Living Trust in a long time, and life has a funny way of shifting your estate plan. This virtual workshop will open your eyes to hidden traps and problems that could be lurking within. 👉 Book a Call at https://www.cunninghamlegal.com/book-... for expert advice on your revocable living trust and other estate planning documents.

If you haven't reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its pages. Life events such as births, deaths, marriages, divorces, and changes in business ownership can all impact the effectiveness of your Estate Plan. Join us at this virtual workshop, where you are invited to examine YOUR estate plan and learn where it may require essential updates. We'll discuss how life changes should influence your overall planning and teach you how to evaluate your Estate Plan on your own. Ensure that everything still aligns with your loved ones' best interests, and that you're not missing out on any tax benefits. Safeguard your assets and maintain the protection of your legacy! Open your plan and don't miss this informative workshop!

👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.

SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL...

CONTACT us at https://www.cunninghamlegal.com/calif... 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!

#cunninghamlegal #estateplanning #revocablelivingtrust

0:00 Introduction
3:01 General Estate
16:36 Health
24:50 13. Does Your Trust List an Outdated Trust Protector?
28:07 Do You Want to Add or Change Who-Gets-What When You Die?
36:50 Guardianship/Conservatorship
40:14 Has any tax or other law impacted your estate plan?
42:05 Assets
43:22 Did (or Will) You Start or Sell a Business?
45:22 Experienced Significant Financial Gains or Losses? Will You?
46:23 Did You Receive an Inheritance?
47:23 Asset Protection
48:10 Transferring a Property or Business to a Child
49:12 Funding! Are Your Assets Titled in Your Trust?
58:23 Contact Us!

Комментарии

Информация по комментариям в разработке