How to Set Up a Trust Fund in 2023 [Step-by-Step]

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  • เผยแพร่เมื่อ 15 พ.ย. 2024

ความคิดเห็น • 190

  • @jathonwilliams9365
    @jathonwilliams9365 2 ปีที่แล้ว +166

    I would like to see a diagram that shows The steps of how Trust relates to a Holding company and how the holding company relates to LLC's that control the Assets.

  • @chiefso4217
    @chiefso4217 ปีที่แล้ว +14

    I’m 23 years old and I came across this video, I appreciate this content. It was very informative.

  • @woahtherr5371
    @woahtherr5371 2 ปีที่แล้ว +22

    Definitely making my kids watch 300 lyfe accounting videos before they inherit my $47 trust fund

    • @auntyb4130
      @auntyb4130 8 หลายเดือนก่อน

      U mean 47 million dollars trust fund😂😂😂😂......I pray u get this money if not already in ur possession😂😂

  • @jazzjones00
    @jazzjones00 ปีที่แล้ว +11

    Thank you for sharing this info! I would very much appreciate a video outlining the differences between a Will and a Living Trust. Thanks again!

  • @jmconsultingfirm
    @jmconsultingfirm ปีที่แล้ว +4

    all this sounds great, but before doing all of this you mention revocable many times, so what is the difference between revocable and irrevocable? non of this makes sense until we know the answer to this question?

  • @knicw713
    @knicw713 3 ปีที่แล้ว +6

    More please.!...trust funds vs will, revocable vs irrevocable, foreign vs local

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +5

      Ohhhh great topic suggestions. Will talk to the team about adding them.

  • @Empower3d
    @Empower3d 3 ปีที่แล้ว +12

    Yes please make a video of differentiating wills from trusts. Also is a trust an account? How do you create a living trust? Can you use a trust to buy items or property through your trust? Would it effect your taxes?

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +3

      There are no real tax implications of a trust and you can (and probably should) use it to buy property or other assets. A trust is just a legally binding document.

    • @triciaeggleston2694
      @triciaeggleston2694 2 ปีที่แล้ว

      What’s the benefit of getting a EIN form 98 for a Trust?

  • @justrollintruckin9111
    @justrollintruckin9111 ปีที่แล้ว +1

    Thanks for explaining what is a trash can you make a video showing step-by-step on how to set up a trust where to go who to contact etc. etc.

  • @kymlamay9186
    @kymlamay9186 2 ปีที่แล้ว +16

    Thanks so much for very informative information about the Trust Fund. Yes, we’d like to educate more about between the Will vs The Trust fund. Thank you. 👍

    • @tuwannarico
      @tuwannarico ปีที่แล้ว

      Will has to go to probate court!!

  • @pointblank1978
    @pointblank1978 ปีที่แล้ว

    I e watched several videos on this and you are the first to give understanding of how this works. Please send me the video about will and trusts.

  • @sharnethterry6530
    @sharnethterry6530 9 หลายเดือนก่อน

    So where would you go to get a trust fund? Are there like certain places that you can go to shop around? Or how does it work?

  • @maneiloveyall3672
    @maneiloveyall3672 ปีที่แล้ว +5

    Pay self thru a trust account like Warren Buffett

  • @karenfashaw8926
    @karenfashaw8926 2 ปีที่แล้ว +3

    YOU ARE SO VERY EDUCATIONAL AND KNOWLEDGEABLE

  • @positivelycincere
    @positivelycincere ปีที่แล้ว +2

    Thank you so much for the info! Btw, I like the way you emphasized the words “TRUST FUND” every time you said it lol

  • @SpartanOfFinance
    @SpartanOfFinance 3 ปีที่แล้ว +6

    Great Video. We had a will for years and recently created a Trust since we have Rental Property Out of State so we wish to avoid Probate.

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว

      That is awesome! Thanks for sharing

    • @LoveConquerz
      @LoveConquerz ปีที่แล้ว +1

      Did u go to a lawyer or did u do it yourself

    • @SpartanOfFinance
      @SpartanOfFinance ปีที่แล้ว +1

      @@LoveConquerz the company I work for had a legal benefit through ARAG so we used one of their lawyers to draft it up. It was a multiple step process as they asked us what we were trying to accomplish and I asked for some changes added. In some cases trusts through these types of legal services can be basic but the lawyer we worked with was very helpful and accommodating.

  • @dman10000000
    @dman10000000 2 ปีที่แล้ว +10

    Hello, Can you use an assignment to transfer real estate, brokerage accounts and LLCs to your irrevocable trust without changing the deed at the courthouse?

  • @joyehar
    @joyehar 2 ปีที่แล้ว +18

    Thanks so much for straight forward presentation but can you all explain the steps and process to move assets into the Trust? for example bank accounts, real estate and retirement funds. Is it as simple as adding the Trust as the beneficiary of the bank and retirement accounts? Please explain the process for real estate with a mortgage. Thanks! you are the best!

  • @ralanawhitfield7478
    @ralanawhitfield7478 3 ปีที่แล้ว +34

    Make a video about wills verse trust funds

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +7

      Thanks for sharing, duly noted!

    • @kelechiajayi3049
      @kelechiajayi3049 2 ปีที่แล้ว +3

      ☝🏾☝🏾This!

    • @daddyomountain2840
      @daddyomountain2840 5 หลายเดือนก่อน +1

      A person receiving anything from a will can be taxed for the things they inherit.

  • @rrivers6491
    @rrivers6491 2 ปีที่แล้ว +3

    Is a revocable trust and pour over trust the same thing?

  • @shanaejohnson7921
    @shanaejohnson7921 ปีที่แล้ว +1

    When should an estate be created? For an example: as soon as a business is started, when the business becomes profitable, what is the minimum value 10k, 25k, etc.
    Or can you wait until things are established and profitable to obtain an estate and transfer everything over to the estate?

  • @BenjaminTVogt
    @BenjaminTVogt 3 ปีที่แล้ว +8

    Agree with the comments on a video comparing Trust Funds and Wills. Great content as always!

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +1

      Thanks, Benjamin! I am getting close to adding "Trusts vs Wills" to the video queue, but we'll see...

  • @rustifoxxy
    @rustifoxxy ปีที่แล้ว

    I would love for you to make comparison video of trust fund vs a will. This is great educated info ppl really don't know these are anyone's options

  • @sabrinataylor7282
    @sabrinataylor7282 ปีที่แล้ว

    Which would benefit my family most a trust / will?

  • @dbdouglas
    @dbdouglas 3 ปีที่แล้ว +15

    I totally need to explore/learn about trusts' & wills. Definitely need the piece of mind knowing what'll happen with my things after I pass away! Love LYFE Accounting on TH-cam!

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +3

      Exactly, planning is key. Thanks for your support!

  • @8cardrive
    @8cardrive ปีที่แล้ว +4

    Thank you for making this video with such a wealth of information🙏

  • @laquelljentertainment2135
    @laquelljentertainment2135 2 ปีที่แล้ว +8

    That was an amazing and informative video my brother!

  • @robincheramie230
    @robincheramie230 2 ปีที่แล้ว +2

    I have some property (house and barn with a rental apartment upstairs) I purchase to turn into businesses.
    Do I have to make a legal transfer as in when I purchased the property?
    Or is it just listing it in the Trust papers?

  • @terrycowans7130
    @terrycowans7130 ปีที่แล้ว +1

    Very interesting information because I didn’t have no idea. Thanks for the information. Keep up the good work as a matter fact I need one.

  • @svontesmith6932
    @svontesmith6932 ปีที่แล้ว +2

    thanks, your video was helpful!

  • @donitaphilpot8537
    @donitaphilpot8537 2 ปีที่แล้ว +1

    Yes, I would like to know the difference between a trust and a will.

  • @efrainanaya5671
    @efrainanaya5671 3 ปีที่แล้ว +4

    Please make the video of the difference of will and trust funds

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +1

      Thanks for chiming in on this, will consider adding it to the queue if more comments come in!

    • @chawanneburns9100
      @chawanneburns9100 3 ปีที่แล้ว +1

      I can help secure fundings.....

  • @AlbertoPerez-tm4tj
    @AlbertoPerez-tm4tj 3 ปีที่แล้ว +7

    Will vs Trust. That's a great idea. I click like on any of your videos before watching it because I am already sure of the quality of this channel. Each of you are special. I am impressed how concise and clear are the videos. Thank you very much. Alberto.

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +1

      That means so much, thank you, Alberto!

  • @arianecoler2128
    @arianecoler2128 10 หลายเดือนก่อน

    Thank you!!! This answered all my questions.

  • @lovethegamelovethegrind9874
    @lovethegamelovethegrind9874 2 ปีที่แล้ว

    Did u ever make the other video? I’m about to search now but i still had to like comment and subscribe first

  • @rodneymitchell280
    @rodneymitchell280 ปีที่แล้ว

    Thanks for a step by step overview of what’s involved with creating a trust but by no means was this a step by step creating a trust fund

  • @moeshelton5872
    @moeshelton5872 ปีที่แล้ว +6

    Great video! I would love to see one on trust vs will.

  • @jonfxmasterminds
    @jonfxmasterminds ปีที่แล้ว

    Yes, that was my next question, What's the difference between a trust and a will?

  • @straightshooterz
    @straightshooterz 3 หลายเดือนก่อน

    How much would I be looking to pay to initiate the trust and notary?

  • @claudiamolina.a
    @claudiamolina.a 8 หลายเดือนก่อน

    Thank you, this was very helpful!

  • @tlwmillionaire
    @tlwmillionaire 2 ปีที่แล้ว

    Yes make an in-depth video on a trust fund and will. Great video by the way.

  • @paulkohanski9545
    @paulkohanski9545 2 ปีที่แล้ว +2

    Very clear explanation. Thank you.

  • @scj984
    @scj984 ปีที่แล้ว

    Can we include items that are currently still being leased or financed (vehicle that isn't paid off or properties)?

  • @Beautiful40272
    @Beautiful40272 5 หลายเดือนก่อน +2

    2:13 begins

  • @meledjeentreprise9438
    @meledjeentreprise9438 2 ปีที่แล้ว

    Hi have a question , if you don't have a lot of money what the minimum you could start with

  • @samuelmngomezulu9555
    @samuelmngomezulu9555 3 ปีที่แล้ว +2

    Please do, you the best. Actually all of you guys are outstanding 🥰

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว

      Wow, thank you so much. Means the world to hear that, 💯

  • @ItsMeDeeDee
    @ItsMeDeeDee ปีที่แล้ว

    How much money is needed to open and start a trust fund?

  • @charlessmith3846
    @charlessmith3846 10 หลายเดือนก่อน

    Hi,I also would like to see a diagram,the steps for setting up a trust and its relationship to a holding company……Thanks in advance……..

  • @mswil3nine
    @mswil3nine 16 วันที่ผ่านมา

    Can you advise if you putting property and business in Trust. the Trust Does it need to be recorded for properties?

  • @imantonio
    @imantonio ปีที่แล้ว

    At 10:10 you misspelled argument bro. Great video.

  • @ItsMeDeeDee
    @ItsMeDeeDee ปีที่แล้ว

    Yes please post video trust vs will.

  • @doloresmorales6209
    @doloresmorales6209 ปีที่แล้ว +1

    Thank you.

  • @Bigdee967
    @Bigdee967 ปีที่แล้ว +1

    Yes

  • @elevatingempoweringendeavo9487
    @elevatingempoweringendeavo9487 2 ปีที่แล้ว

    I always appreciate the insight. 👍🏾🤞🏽 Thank you so much for caring and sharing🙏🏽💯🎉😍

  • @troydunbar8566
    @troydunbar8566 3 ปีที่แล้ว +5

    Yes, definitely make a video comparing a will versus a trust fund.

  • @AndrOMOrph
    @AndrOMOrph 2 ปีที่แล้ว +4

    I’m 24, learning about trusts, trust funds, llc’s, ein’s, c-corps, and so on, but I’m still not sure what the best way to invest is. I’m not sure what I should do first, can anyone enlighten me? I have no mentors, no parents, no siblings, no kids, and most importantly, little bills, but I want to provide for my nieces and nephews and end my families streak of poverty, But failure would be devastating. I’m afraid of starting a family without financial security.

    • @karlsmith2451
      @karlsmith2451 2 ปีที่แล้ว

      You're thinking right bruh. Save as much as you can. You can invest small at first.

    • @frotercannon2740
      @frotercannon2740 ปีที่แล้ว

      Don’t save, interest rates are crap right now. High risk high reward is the only way.

  • @adriantaraba3205
    @adriantaraba3205 ปีที่แล้ว

    liked and subscribed. thank you for the education

  • @imeldasantana1652
    @imeldasantana1652 8 หลายเดือนก่อน

    Great information, thank you for sharing 👏👏.

  • @lifewithtashabae4846
    @lifewithtashabae4846 8 หลายเดือนก่อน

    What happens if we use an institution as the trustee and it goes oit of business of something what does the beneficiary do?

  • @zeropain9319
    @zeropain9319 2 ปีที่แล้ว

    nice, thanks giving an overview of "how" to do it.

  • @sabrinavalbrun
    @sabrinavalbrun 2 ปีที่แล้ว

    Very informative 🙏🏾👑
    Please Make one on trust VS a will

  • @stevenmeek9756
    @stevenmeek9756 3 ปีที่แล้ว +2

    Thank you ,good information/straight to the point.

  • @aprylharris1365
    @aprylharris1365 3 ปีที่แล้ว +1

    Yes. Pls do wills vs trust

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว

      Noted, thanks for sharing your opinion

  • @winstonsimon9092
    @winstonsimon9092 2 ปีที่แล้ว

    If you have not already done so, please do the will vs. trust fund video.

  • @BCassandra1
    @BCassandra1 ปีที่แล้ว

    Thank you for sharing 😊

  • @WzupMydudeNdudettes
    @WzupMydudeNdudettes 2 ปีที่แล้ว

    Question:What if you have and S-Crop

  • @tribelfamilytv1374
    @tribelfamilytv1374 ปีที่แล้ว

    This was very informative.. Thank you☺️👌

  • @fea5rrlessfea5rrless42
    @fea5rrlessfea5rrless42 9 หลายเดือนก่อน

    You will know beyond, your thoughts

  • @DavieDaniels-dj4sg
    @DavieDaniels-dj4sg 3 หลายเดือนก่อน

    Is it like a WILL

  • @bruq9559
    @bruq9559 3 หลายเดือนก่อน

    What is the template websites

  • @duskyrose23
    @duskyrose23 6 หลายเดือนก่อน

    Thank you!

  • @breew2968
    @breew2968 3 ปีที่แล้ว +6

    After the conditions are met by the beneficiary, are the funds in trust funds taxable? Do you need more than one trust fund for multiple beneficiaries?
    Would like to see the video on Wills vs Trust funds! And I TRUST that you WILL do another corny joke 😆😁

    • @LYFEAccounting
      @LYFEAccounting  3 ปีที่แล้ว +7

      Hey Bree, so it would depend on if there were any realized gains on the assets within the trust. For example, if there was $100,000 cash in a trust fund and that money was already taxed, then there would be no need for the beneficiary to pay taxes. But if there were $100,000 of stocks in the trust fund and that appreciated to $120,000 before it was distributed then you would need to pay taxes on the $20,000 amount. Does that make sense? I may do a video on this too.
      And I love that joke hah, I might use it in the next video! .

    • @breew2968
      @breew2968 3 ปีที่แล้ว

      @@LYFEAccounting that makes sense! Thanks!

  • @cadenitadelnazareno6717
    @cadenitadelnazareno6717 ปีที่แล้ว

    Please let me know how to create a trust fund for business purposes

  • @aishmakennedy3987
    @aishmakennedy3987 2 ปีที่แล้ว

    Please make a difference between a will or trust fund

  • @nicholieazares358
    @nicholieazares358 2 ปีที่แล้ว

    Really nice explanations..

  • @Killagear5000
    @Killagear5000 2 ปีที่แล้ว +5

    Isn't a trust fund better because your beneficiaries won't have to pay taxes on the money distributed to them?

    • @isaiahpedraza66
      @isaiahpedraza66 11 หลายเดือนก่อน

      I believe so, but I too would like to verify this.

  • @joshuatrevino0823
    @joshuatrevino0823 2 ปีที่แล้ว

    Thank you for this video

  • @shiannecouch4844
    @shiannecouch4844 7 หลายเดือนก่อน

    How can I find out if a trust fund has been established after a loved one has passed? Where to begin a search?

  • @thaholisticdiva
    @thaholisticdiva ปีที่แล้ว

    Great information

  • @shonniepfit4833
    @shonniepfit4833 2 ปีที่แล้ว +3

    😂😂 the opening statement

  • @lxsmith2
    @lxsmith2 ปีที่แล้ว

    good information and good presentation

  • @downhomegirl5
    @downhomegirl5 6 หลายเดือนก่อน

    Well you did not show us how to set a trust fund. You talked about setting up one, a couple reasons why & suggested a couple websites or a expensive attorney.

  • @marconavacruz1704
    @marconavacruz1704 ปีที่แล้ว

    should I still do this at this point of my life? I am currently 18 years old with no assets but I do have businesses.

    • @LYFEAccounting
      @LYFEAccounting  ปีที่แล้ว

      Your business is an asset, but you likely don't need to yet

  • @pinkadiamond
    @pinkadiamond ปีที่แล้ว

    Trust fund vs will

  • @E.C-y9h
    @E.C-y9h 24 วันที่ผ่านมา

    Good sh🎉t ❤

  • @bonusking1224
    @bonusking1224 ปีที่แล้ว +3

    "Deaf" and taxes

  • @foreigndiva7572
    @foreigndiva7572 ปีที่แล้ว

    Where can I go to start a trust fund??

  • @jamesbarr2657
    @jamesbarr2657 ปีที่แล้ว

    May I get a consultation? How do I reach out to u?

  • @ReadEphesians612
    @ReadEphesians612 ปีที่แล้ว

    Excellent...thank you!

  • @nineether8334
    @nineether8334 2 ปีที่แล้ว

    Great info, please make the more in depth video on Trust

  • @rawnuncutent5551
    @rawnuncutent5551 10 หลายเดือนก่อน

    Pretty good opening joke 😂.

  • @barbaramabvudza4242
    @barbaramabvudza4242 2 ปีที่แล้ว

    Trust fund versus a will

  • @michaelmonroe2002
    @michaelmonroe2002 ปีที่แล้ว +2

    If I wanted a huge drawn out story about WHY I damn sure would not have clicked a HOW to video. If someone didn't already know why they should use a trust...they probably would not have clicked a video on how to. TH-camrs never want to get to the point.

  • @Jboogie19
    @Jboogie19 2 ปีที่แล้ว +1

    If I had it every time a rapper say they bust guns, then I would have a whole mill for my sons in trust funds. Long live Doom.

  • @fea5rrlessfea5rrless42
    @fea5rrlessfea5rrless42 9 หลายเดือนก่อน

    yes dance its soo fun!!

  • @robincheramie230
    @robincheramie230 2 ปีที่แล้ว

    Does adding My Rental Property and each one of my other businesses (that are all on the same property) prevent them from paying taxes?

    • @LYFEAccounting
      @LYFEAccounting  2 ปีที่แล้ว +1

      A trust fund is a great way to transfer your assets like your rental property without triggering a taxable event

  • @cfjunkies
    @cfjunkies ปีที่แล้ว

    Haha love the intro!

  • @artondekz
    @artondekz 2 ปีที่แล้ว +1

    Bro, please don’t start another video with “great Ben Franklin” thanks for the info though ✊🏽

  • @VictoriaNakaraKizer
    @VictoriaNakaraKizer 2 ปีที่แล้ว

    Yes, make the verses video please.

  • @stephensmith60
    @stephensmith60 2 ปีที่แล้ว

    At what age should someone set-up a Trust fund? A soon as he's married and has a kid?

  • @workfromhome598
    @workfromhome598 2 ปีที่แล้ว

    Awesome video! Thank you! ❤