Ep. 35 | Revocable Living Trusts 101
Download MP3Join the Teaching Tax Flow team in this episode as we jump into the intricacies of revocable living trusts and offer valuable insights on asset allocation. Discovering the best assets to include in your trust and gaining clarity on those that may not be ideal candidates will help maximize the benefits of this powerful estate planning tool.
In this episode, we break down the benefits of a revocable living trust, highlighting its flexibility and ability to avoid probate!
From real estate and financial accounts to valuable personal property, you'll gain an understanding of the assets that can be protected and efficiently managed through this trust.
From real estate and financial accounts to valuable personal property, you'll gain an understanding of the assets that can be protected and efficiently managed through this trust.
Whether you're just starting to explore the opportunity of setting up a trust or seeking to refine your existing estate plan, this episode equips you with the knowledge to make informed decisions about your assets today for a better tomorrow. Not to mention, your beneficiaries will thank you!
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