How to Name Your Trust - Weekly Video (HG)
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- Опубліковано 5 лют 2025
- In this video, Bill O’Leary explains how you should name your trust, and the considerations you should make.
Do you have any questions, tips, or experiences with this topic? Leave us a comment below.
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(Music I Use: Bensound.com/free-music-for-videos
License code: SSMTHJHKZIN64KJN)
Thank you for the valuable information, great video!
Toward the end of the video, you stated that the name is changeable because it is a revocable trust. Would that also require us to have all of our assets retitled to the name change and maybe trigger a taxable event?
Good afternoon to answer your question: It will not trigger a taxable event.
How should I set up my own Living Trust?!? Where to go or who should I go to? 🤔
If you live in the Florida area feel free to reach out to our firm. We'd Love to speak with you! Our website is www.LegacyPlanningLawGroup.com or our phone number is: (904) - 880 - 5554. If not, please reach out to an Estate Planning Attorney in your area.
Thank you for sharing. How do you change the name on the trust?
If you live in the Florida area feel free to reach out to our firm. We'd Love to speak with you! Our website is www.LegacyPlanningLawGroup.com or our phone number is: (904) - 880 - 5554. If not, please reach out to an Estate Planning Attorney in your area.
You need to speak louder or closer to the mic. My volume is all the way up and I'm having trouble hearing you unless I hold my phone within 8 " of my face. Thank you.
same problem. lost patience. bye
Click on CC this will bring up the sub titles. x
the volume is fine.... headphones are inexpensive.
Is it a big deal if my name is Christopher Smith and I name my trust the Chris Smith Living Trust even though Christopher is on all of my government documents?
If you live in the Florida area feel free to reach out to our firm. We'd Love to speak with you! Our website is www.LegacyPlanningLawGroup.com or our phone number is: (904) - 880 - 5554. If not, please reach out to an Estate Planning Attorney in your area.
If you're not going to heed viewership requests to get rid of the music 🎵🎶, your channel might be in trouble. Just saying.