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In this video, I'm breaking down the types of assets you should NOT put into your living trust and why.

While many videos discuss how to fund your trust, few address which assets should stay out of it.

Let's discuss annuities, IRAs, and 401(k)s. These assets are essentially trust agreements themselves and should remain outside of your living trust. Attempting to transfer them into your trust could trigger unintended tax consequences or jeopardize their special tax treatment.

By understanding which assets belong in your trust and which don't, you can ensure your estate planning strategy is both effective and efficient.

Stay ahead of the curve. Subscribe for cuttingedge insights on real estate investing, business strategies, and more!

Show Notes:
0:00 Intro
0:32 Vehicles
3:01 Annuities, IRAs & 401(k)
5:48 Life Insurance
7:10 Outro

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FINANCIAL PLANNING & RESOURCES

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ABOUT CLINT COONS

Clint Coons, Esq. is one of the founding partners of Anderson Law Group, Clint has grown his legal and tax firm to over 400 employees by assisting real estate investors with creating and implementing solid entity structuring plans. His success in these regards is in large part due to his personal investing experience. A successful attorney, real estate investor, and speaker, Clint has used his innovative and dynamic strategies coupled with knowledge borne from experience to help thousands of people save millions of dollars and build real wealth.


The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorneyclient relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.

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