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Estate planning is essential for everyone, and having the right estate planning documents is crucial. A key part of planning Brokerage accounts, mutual funds, stocks, and bonds (held outside of a retirement plan) can generally be transferred to a revocable trust. Doing
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Have questions about this video? Sign up for a free consultation to get your questions answered by the professionals. Trusts Simplified: How Revocable Living Trusts Work | Robbins Estate Law Attorney Thomas B. Burton answers the following question: "What Assets Should Not Be Placed in a Revocable Trust?" Want to
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High-value assets that aren't subject to probate, such as a personal vehicle; Low-value estates that either are not subject to probate or qualify What should you name your revocable trust?
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The Risk of Having a Revocable Living Trust A revocable trust, also known as a living trust, can be changed, modified, or revoked by the person who created it (the grantor) Planning for your future is essential, but knowing what assets you should NOT put in your living trust is equally important. In this
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Attorney Stuart Green talks about revocable living trusts. He details what they are, their benefits, and what you can put in them. What do you put in your Trust? What Assets Should Be Placed in a Revocable Trust?| Attorney Explains
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