Trusts and Transfer on Death (TOD) Beneficiaries
2.1 هزار بار بازدید -
ماه قبل
-
LEARN More: ocestateplanlawyer.com
In this
LEARN More: ocestateplanlawyer.com
In this video, we explore the importance of Transfer on Death (TOD) designations on financial accounts and how they can be a crucial part of your estate planning strategy. We’ll dive into the benefits of avoiding probate, ensuring your beneficiaries receive assets quickly, and the potential risks involved. Additionally, we discuss how incorporating a revocable living trust as the beneficiary of your TOD accounts can provide enhanced control, protection, and peace of mind.
Don’t forget to like, share, and subscribe for more estate planning tips!
calendly.com/mpevney/strategysession
Most estate plans are centered around either a will or a trust. For most people in California and either own a home or have children, plan is built around a revocable living trust. But that is not the only estate planning document. There are several documents that are in effect while somebody is still alive: such as an Advance Healthcare Directive and a Financial Power of Attorney
SUBSCRIBE & TURN ON NOTIFICATIONS FOR MOE VIDEOS LIKE THIS:
⭐⭐⭐⭐⭐ CHECK OUT OUR GOOGLE REVIEWS: goo.gl/maps/8tS3Jset7EfPmaLe7?entry=yt
⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯
Follow Pevney Estate Planning On Social Media:
YouTube: / @estateplanlawyer
Facebook: www.facebook.com/ocestateplanlawyer
Instagram: www.instagram.com/estateplanlawyer/
TikTok: www.tiktok.com/@estateplanlawyer
Disclaimer: this video and content is for general information only. The information presented should not be construed to the formal legal advice nor the formation of an attorney/client relationship. Nothing hearing is intended to nor constitutes an guarantee, warranty or prediction regarding the outcome of your legal matter.
⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯
Free Estate Planning Strategy Session For California Residents: calendly.com/mpevney/strategysession
ماه قبل
در تاریخ 1403/05/15 منتشر شده
است.
2,167
بـار بازدید شده