))
#246 | What Happens if I Forget to Fund My Trust?
Manage episode 434163900 series 3558777
Innhold levert av Valerie Zammitti. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Valerie Zammitti eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du fรธlge prosessen skissert her https://no.player.fm/legal.
#246 | What Happens if I Forget to Fund My Trust?
…
continue reading
๐ช๐ต๐ฎ๐ ๐๐ฎ๐ฝ๐ฝ๐ฒ๐ป๐ ๐ถ๐ณ ๐ฌ๐ผ๐ ๐ก๐ฒ๐๐ฒ๐ฟ ๐๐๐ป๐ฑ ๐ฌ๐ผ๐๐ฟ ๐ง๐ฟ๐๐๐? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they ๐ป๐ฒ๐๐ฒ๐ฟ ๐ณ๐๐ป๐ฑ it or they ๐๐ป๐ฑ๐ฒ๐ฟ๐ณ๐๐ป๐ฑ it? This is one of the most common estate planning mistakes we see, so this one is a must-see!
--
Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. ๐
--
If you want to talk more about anything estate planning, elder law or probate related:
http://yourplanningattorney.com
--
We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
Family protection
Simplicity and efficiency for our clients
Minimizing taxes and spend down of your hard-earned assets
If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal โ to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
--
Facebook = https://www.facebook.com/zammittilaw
Instagram = https://www.instagram.com/zammittilaw/
TikTok = https://www.tiktok.com/@everythingestateplanning
YouTube = https://www.youtube.com/channel/UC4qXqymg6T_Ha_QzALXgcbQ
--
This podcast is intended for educational purposes only and does not create an attorney-client relationship.
268 episoder
Del
