5 Biggest Revocable Living Trust Mistakes (And How to Avoid Them) | Lynn St. Louis

Comments · 435

• OZ

  @OZRIC1985 · 1 year ago

  The whole trust thing is really like walking through a minefield.

  7

• DI

  @Dixxie-Normous1 · 3 years ago

  Need to mention a little more about bank accounts and investment accounts. For instance safety deposit boxes at banks have their own beneficiaries and separate rules from the bank and the trusts. And POD acts within trusts. These kind of things too

  11

• XT

  @XtoriezNovel · 2 years ago

  What if the owner of the Trust and the Beneficiary both die, how do the remaining family members access anything?

  5

• TO

  @TopGoldIRAVideo · 4 months ago

  This was a really helpful explanation of revocable living trusts and the mistakes people often do not realize until it is too late. I appreciated how clearly you explained funding the trust, beneficiary designations, retirement accounts, and why a trust does not automatically protect assets from creditors or long term care costs. The reminder that a trust is only one part of a complete estate plan was especially valuable. Great presentation for anyone who wants to avoid probate while still making sure their estate plan actually works the way they expect.

  4

• FE

  @fecconway378 · 2 years ago

  <a href="https://www.youtube.com/watch?v=FkyeRdOp2eA&amp;t=1800">30:00</a> &nbsp;you need lifetime documents: &nbsp;“pour over will”. A “WILL” , a durable power of attorney for finance &amp; health, beneficiary designation - how assets are paid out like 401’ks

• HI

  @highligts23 · 1 year ago

  Discuss irrevocable trust and the trustee’s responsibilities.

• CA

  @CathyAngel-n6t · 1 year ago

  Hi friend would you agree millions of families can avoid the New Law Model Legal Document Crime with Docs a Child or Con can change? Commiting crimes with Aly Shanty with Clean Panties Paper pushing pansies Probate bound Estate Planners with Non-interdiction documents. Wow it would be awesome if you could add your Pragmatics to the WW2 Grantors caveating millions of Jobs in Justice to make a Godly difference in the Lives of clients keeping food on the table for millions of families?

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• FE

  @fecconway378 · 2 years ago (edited)

  <a href="https://www.youtube.com/watch?v=FkyeRdOp2eA&amp;t=230">3:50</a> min, She discusses on Washington State “revocable living trusts”.

• SA

  @sarahfowler1396 · 3 years ago

  Durable power of attorney.....can you add by amendment to revocal living trust? Or separate page document like will?

  1

• JE

  @jessecowdell2421 · 1 year ago

  😊 my mom had passed away and I am the son my aunt has stolen my inheritance but anyways they won&apos;t let me see what&apos;s on the trust that my grandma did for my mother

• PR

  @PragmaticAlliedLegaleseFiducia · 10 months ago

  Can we stop adding up mistakes and get Clients a 34-Year upgraded SOP NICER Permission Ledger Inheritance Security System?

  6

• JU

  @judypenor5490 · 3 years ago

  If a grantor names a trustee in their trust is the trustee notified &nbsp;as soon as they are made a trustee and the successor trustee when do they know they are in charge of a revocable trust