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Six Revocable Living Trust Mistakes

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00:00 Six Revocable Living Trust Mistakes
8:18 #1 Not ReTitling Assets To Trust / Not Funding Your Trust
12:47 #2 Making Mistakes With the Trustee Designation
21:53 #3 OverRelying on TOD or POD Designations
28:28 #4 False Assumptions People Make
36:03 #5 Failing to Document Trust Assets
39:34 #6 Acting Too Quickly After Settlor Dies
43:58 Failing To Make Portability Election After First Spouse Dies
46:49 Failing To Include NoContest Clause in Living Trust
48:57 Q&A

posted by onoranzac9