Lessons For Life. Watch this Video to learn more about Revocable Trusts.
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Lessons For Life. Watch this Video to learn more about Revocable Trusts.
Lessons For Life (and Death): Revocable Trusts
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What You Need to Know About Revocable vs Irrevocable Trusts: Part One https://lnkd.in/gxsjdjAm
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Want to protect your legacy and support your loved ones after you're gone? Discover the power of testamentary trusts.🌟 Testamentary trusts, created through your will, only take effect after your death. They let you control how and when your assets are distributed, offer tax advantages, and protect your wealth from creditors. Comment below if you’re considering a testamentary trust and share to inform others! 📜💼 #estateplanning #testamentarytrusts #secureyourlegacy #financialplanning #protectyourfamily #attorneysahary #legacyprotection
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In our most recent Smart Counsel for Lunch series, Attorney Maria Baler gives an overview of revocable trusts. What is a revocable trust and how can it be used in your estate plan? Please watch the video to learn more: https://bit.ly/3KQo0T7
Revocable Trusts
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How can you keep your legacy in your family and out of the courts? There are several strategies to avoid your will being challenged or causing a dispute over your estate once you have gone. Our latest article shares some proven strategies to protect your inheritance and make sure you are providing for your family >> #InheritanceDispute #InheritanceClaim #DisputeResolution https://bit.ly/3xb14KZ
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#DidYouKnow: There are many types of trusts? Here are some examples: 👉 Revocable trust 👉 Testamentary trust 👉 Class trust Each type of trust has its own requirements and benefits.
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Conventional wisdom casts trusts, wills, and estate plans as the exclusive domain of the ultra-rich. That sentiment has changed and so has the ability and ease to do one. https://lnkd.in/gEkwTa3M
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Discover the crucial differences between Revocable and Irrevocable Trusts in our latest blog post! Whether you're planning your estate or considering your options, understanding these key distinctions is essential. Check it out now: https://lnkd.in/g8e6MbUV #newportbeachlawyer #CAlawyer #orangecountylawyer
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Principal Solicitor | TEP | Estate Planning | Deceased Estates | Estate Litigation & Family Provision
Some more content, hopefully of some value! A brief discussion on "testamentary trusts" and why they can be useful when deployed at the right time. Bonus points if you spot a whale or dolpin in the background.
What is a testamentary trust? Testamentary trusts are simply trusts created in a Will. Usually the term is used to refer to a "discretionary" trust set up within a Will, which have classes of beneficiaries (usually down a beneficiary's bloodline). The trusts can have substantial tax and asset protection advantages over directly gifting an inheritance. But there must be a proper evaluation of whether the trusts are necessary for a will-maker's particular circumstances and those of their family. Principal Solicitor Richard Morris briefly discusses testamentary trusts in this clip 👇