Biggest mistake you can make is not TELLING your beneficiaries what you did! It's so very painful to have someone die and then to find out they did not do what you were always told they were doing. I have been dealing with this as an only child who was blindsided by the terms of a revocable trust which were NOTHING like what I had always been told would happen. For clarity, I have been married for more than three decades to the same spouse, I have no poor habits such as substance abuse or gambling, and I have no special needs. PLEASE be honest with your beneficiaries. At least write a letter explaining what you did if you can't face them. Otherwise, you leave your grieving survivors to question everything about your relationship and themselves. It's truly an awful place to be.
It's been 5yrs. Now,and i still dont have a clue as to where 😂my inheritance went .seems like people dont mind taking advantage of ,instead of possibly trying to help those of us who just aren't very educated in these matters. Go figure?
@americasestateplanninglawy1946 any recommendations on who to retain ,for representation in the central oregon Coastal areas, that is able to provide services associated with numerous out of state matters such as probate, real property,,bank accts.etc. and "same name" inheritance issues, pertaining to "living trust"
Happy birthday! Very helpful information, thank you! I have a question: if I leave my stock account to my children in living trust. Are stocks treated the same as real estate with a step up base?
Don't know if this is the right place to ask this but I was wondering if you could do a video on explaining certain terminology someone should know & be aware example "will only receive or be intiled to transfer of ilt upon pre-deceased individual family members"as well as a video on a non blood related beneficiary rights in reference to rights of blood iers thank you
This old man says the Estate Planners need to a crime free inheritance Transfer Plan that avoids the mistakes costing 25% to 50% in litigation. You are by far the most pragmatic Estate Planner out there, but we need you to advance your career to a NICER approved Administration Lawyer earning 850% more than Estate Planner. Adding 100 times more value in an administration 100 times better than easy to forge estate plans, with a NICER Latin Law Permission Trust administration, Recorded, Monitored, Arbitered, Validated, and Certified in a 33-year reform to interdict Estate Plan forgers, Trust counterfeiters, and financial elder abusing title deed thieves.
Biggest mistake you can make is not TELLING your beneficiaries what you did! It's so very painful to have someone die and then to find out they did not do what you were always told they were doing. I have been dealing with this as an only child who was blindsided by the terms of a revocable trust which were NOTHING like what I had always been told would happen. For clarity, I have been married for more than three decades to the same spouse, I have no poor habits such as substance abuse or gambling, and I have no special needs. PLEASE be honest with your beneficiaries. At least write a letter explaining what you did if you can't face them. Otherwise, you leave your grieving survivors to question everything about your relationship and themselves. It's truly an awful place to be.
It's been 5yrs. Now,and i still dont have a clue as to where 😂my inheritance went .seems like people dont mind taking advantage of ,instead of possibly trying to help those of us who just aren't very educated in these matters. Go figure?
This old man says our greedy Trustees changed the Trust costing our family a Quarter 25% to 50% in Litigation.
Happy birthday counsel🎂🎂🍾 Wish'n you many more great ones to come🍾🍾 Thank you, from Texas, for all you do!
Thanks so much
@americasestateplanninglawy1946 any recommendations on who to retain ,for representation in the central oregon Coastal areas, that is able to provide services associated with numerous out of state matters such as probate, real property,,bank accts.etc. and "same name" inheritance issues, pertaining to "living trust"
@T P P Thank you!! I thought Bam Bam was adopted, too -- you saved me some research 🤣
Happy Birthday! Thanks for educating us.
Happy birthday! Very helpful information, thank you! I have a question: if I leave my stock account to my children in living trust. Are stocks treated the same as real estate with a step up base?
Thank you
happy b-day Your easy to listen to Thanks
Thanks for all this helpful information
Don't know if this is the right place to ask this but I was wondering if you could do a video on explaining certain terminology someone should know & be aware example "will only receive or be intiled to transfer of ilt upon pre-deceased individual family members"as well as a video on a non blood related beneficiary rights in reference to rights of blood iers thank you
IS THERE ANY WAY TO GIVE MY SON A PIECE OF PROPERTY AN GET A STEP UP BASIS
If bought husband and wife are gone.
What’s happening after do the beneficiary fallow husband trust and wife trust.
Happy birthday 🎂
This old man says the Estate Planners need to a crime free inheritance Transfer Plan that avoids the mistakes costing 25% to 50% in litigation. You are by far the most pragmatic Estate Planner out there, but we need you to advance your career to a NICER approved Administration Lawyer earning 850% more than Estate Planner. Adding 100 times more value in an administration 100 times better than easy to forge estate plans, with a NICER Latin Law Permission Trust administration, Recorded, Monitored, Arbitered, Validated, and Certified in a 33-year reform to interdict Estate Plan forgers, Trust counterfeiters, and financial elder abusing title deed thieves.
If you are married and you have a child and your spouse has a child. Does the living spouse get a sure set amount of there spouses estate?
No, this depends entirely on a person's estate plan.
Hi! I need help! What number can I call! Back problems, been sick, I need to buy a new computer, I got my phone! I need advice! Thanks!