Скачать или смотреть 5 Assets That Should Not Go Into Your Living Trust

This video walks you through the assets that never belong in your California living trust, and why keeping them out protects the plan you’re building for your family. You see how everyday vehicles work better in your own name, how retirement accounts create tax trouble the moment they’re retitled, and why annuities and life insurance can shift from helpful to harmful when ownership is handled the wrong way. You also learn the simple move that keeps these assets out of probate without adding them to your trust. Think of this as your quick, confident guide to making sure your trust works the way you expect it to when the people you love need it most.

Best regards,

Mitch Jackson, Esq.
Start Your "Do-It-Yourself" Estate Plan https://mitch-jackson.com/problem-solved
More Details and Options: https://mitch-jackson.com/solutions
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*Two Simple Plans:

We offer two simple California estate planning solutions you can complete entirely online, right from home. No travel. No traffic. No hassle.

Estate Plan #1: This option gives you everything you need to create your own complete estate plan with simple, step-by-step guidance. You’ll receive a private link to your secure online portal, where you can follow clear instructions and work at your own pace. Most people finish in 30-60 minutes. Once you’re done, your plan and all your documents are stored in your secure portal with 24/7 access. You can update and share with others anytime.

Estate Plan #2: This plan gives you everything in Plan #1 plus full attorney support from start to finish. You can ask questions, get advice, and feel confident about every choice you make. You’ll also receive exclusive benefits that most firms don’t offer—along with your secure online portal (one of our favorite features for both plans).

To see which plan fits you best, click the link to learn more.

https://mitch-jackson.com/solutions/

**For full transparency, this video uses an AI avatar, and that’s on purpose. Our firm spends every day helping real clients with their estate planning challenges. We use this technology to quickly and easily give you clear answers, real solutions, and more value 24/7. It allows us to stay focused on what matters most: our clients.

***Disclaimer: This video isn’t legal, financial, or investment advice. No attorney/client relationship is established by watching this video. Before making any decisions, do your own research and talk with a qualified professional where you live.

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