Estate Planning Q&A: Should I put my Roth IRA into a trust for my beneficiaries?

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  • เผยแพร่เมื่อ 19 พ.ย. 2024

ความคิดเห็น • 16

  • @villamarrealestate
    @villamarrealestate หลายเดือนก่อน

    Yes, I can hear you.

  • @sunshinesun1072
    @sunshinesun1072 หลายเดือนก่อน +1

    1) A couple of websites say, “transferring a joint tenant’s interest to a revocable trust will automatically terminate the joint tenancy, signaling a change in ownership.” Q: Does it mean reassessment will be triggered? Q: What does termination imply in the perspective of Trust?
    2) if one of the spouses dies Q: what does the survivor need to update [trust, deed, county etc]? 3) Q: is there any disadvantage of adding asset one at a time to the Revocable trust? We are at Santa Clara county. Appreciate if u can share these topics in the future video. Thanks & Blessings!

    • @treeoflifelawfirm
      @treeoflifelawfirm  หลายเดือนก่อน +1

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

    • @EstatePlanTrustVictims-v1l
      @EstatePlanTrustVictims-v1l หลายเดือนก่อน +1

      We’re in the same boat hire Tree of Life around Thanksgiving when the NICER Forgery Proof Crime Interdiction Administration arrives.

  • @sunshinesun1072
    @sunshinesun1072 หลายเดือนก่อน +1

    How to transfer LLC to trust? ( it is owned by my husband & me, assets there with no mortgage) How to do 1031 exchange for the property in the trust? appreciate if you can share some thought on these topics in the future video . Thanks!

    • @treeoflifelawfirm
      @treeoflifelawfirm  หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

    • @EstatePlanTrustVictims-v1l
      @EstatePlanTrustVictims-v1l หลายเดือนก่อน

      I’m waiting for the NICER Schedule A Counterfeit Free LLC to arrive around Thanksgiving and Hiring Tree of Life to protect me when I’m vulnerable from the LLC Anonymity thieves.

    • @PlainEnglishTrustVictim-y3e
      @PlainEnglishTrustVictim-y3e 12 วันที่ผ่านมา

      You’ll want to hire Tree of Life, Law Mother, or any NICER approved Permission Ledger Interdiction Living Trusted Advisor to do it for you. Since there are dozens of administrative steps in a real inheritance administration. To protect us while we’re vulnerable from Title Holding Entity Thieves and Trust Forgers.

  • @juanperez-yu6du
    @juanperez-yu6du 2 หลายเดือนก่อน

    thank you for the info. you answered some questions for me.

  • @pizzapizza4991
    @pizzapizza4991 2 หลายเดือนก่อน

    I am married and my cousin left me her house in a trust when she passed. The house is still in the trust. I am in the process of a divorce. If I sell the house, is my spouse entitled to ant of the money from the sale?

  • @elizabethhyett1882
    @elizabethhyett1882 2 หลายเดือนก่อน

    i can hear you but it's a little on the low side :)

  • @kymaneezmom
    @kymaneezmom 2 หลายเดือนก่อน

    hear u well

  • @angelicamarkovskaya1129
    @angelicamarkovskaya1129 2 หลายเดือนก่อน

    Yes, salvation is through faith, but also Jesus said the way is narrow . Also, who loves Me will keep commandments. Salomon said as well the young men can do anything he wants, but he will give the answer for it. And I’ll add -we will give answers for all we thought , all we said. That’s why the way for children are narrow and leading to the CROSS. We have to grow in understanding the Law of God- LOVE and Jesus is an example of love and obedience.

  • @ClementHomilies
    @ClementHomilies 2 หลายเดือนก่อน

    💯💯💯🙏🏾