Common Mistakes that Ruin an Estate Plan and Trust
Do not make these 5 common mistakes related to setting up your Living Trust. Making these mistakes can lead to a world of hurt for you and your family. Jim Burch outlines these mistakes and how to avoid or correct them if you've put together a Living Trust. Connect with Jim and his team to get your Estate Plan put together here: https://easylegalplanning.com/ Check out our resources at https://TheRetirementNerds.com/ ============================= Send me a message! [email protected] ============================= ============================= Be Sure to Subscribe to our Channel! ============================= YouTube: @theretirementnerds ============================================================ Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsle... ============================================================ ⏰ TIME CODES ⏰ 0:00 Intro 0:55 Mistake 1: Signature Issues 1:55 Signature Horror Story 4:50 Where to Notarize 6:20 Mistake 2: Not Funding the Trust 7:21 How to properly Fund 9:58 POD Pros and Cons 12:06 Mistake 3: Real Estate Problem 15:18 Avoiding and Fixing Mistakes 20:49 Mistake 4: Assets that don't go in the Trust 26:19 Mistake 5: Not Including the Family in the decision 27:50 Where to get help ============================= #estateplanning #estateplan #willsandtrusts #theretirementnerds Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
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