trusts hashtag performance
#trusts explores vulnerability, sharing secrets, seeking advice, building connections, and offering support. It fosters empathy, offers comfort, promotes healing, and seeks authentic experiences. Users share their lives, struggles, and joys.
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Revocable and Irrevocable Trusts #businesstips #moneytips #probate #trusts #assetprotection #thejerrytaylor #jerrytaylorlaw
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๐ ๐ผ Two Assets to Keep Out of Your Living Trust! ๐ผ๐ 1๏ธโฃ Retirement Accounts (401(k), IRA, HSA): Placing these into a revocable trust can trigger immediate taxation, leading to unexpected tax bills. Instead, designate your trust as the beneficiary, not the owner, to maintain tax advantages. 2๏ธโฃ Life Insurance Policies: Naming your trust as the owner can expose the policy to creditors. To protect your family, list your trust as the beneficiary while keeping yourself as the owner. This ensures your loved ones receive the funds without interference. By structuring your trust properly, you preserve tax benefits and protect assets for your heirs. Always consult an estate planning expert to get it right. โ ๏ธ Most people get this wrong! Share this information so your loved ones donโt make these costly mistakes. #EstatePlanning #LivingTrust #FinancialLiteracy #WealthProtection #RealEstateInvesting #LifeInsurance #Trusts #HomeBuying #FinanceTips@Minhs2Cents
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The Truth About Trusts | Why one-size-fits-all Can Harm You Letโs talk. The trust and service isnโt cheap but the conversation is free. Corvus Network. com #fy #fyp #fypใท #fypage #trustsexplained #trusts #willsandtrusts
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Did you know that a Trust can own crypto? There are significant advantages to having your crypto by a trust that can affect how much money you end up keeping when you exchange your crypto out itโs a must know for those who wanna keep more of whatโs theirs.. #crypto #trusts #business #investing #ownership
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Unlock Your Financial Power: $13.99 Million Gift Tax Exemption #trusttaxes #trusttax #taxfreestrategy #trustsexplained #irrevocabletrust #spendthrifttrust #fy #fyp #fypใท #fypage #trusts
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Fund your trust #funding #trusts #moneytips #thejerrytaylor #jerrytaylorlaw #asset #land #homeprotection
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Check my pinned post for a FREE training! Trusts are powerful tools, but using the right type is key. A revocable trust helps avoid probate and provides a step-up in basis for your heirs, but it wonโt reduce estate taxes. An irrevocable trust can minimize estate tax exposure, but assets inside wonโt receive a step-up in basis. The best strategy? A balanced approach that leverages both to protect and grow your wealth. ๐ก๐๐ก #EstatePlanning #WealthProtection #Trusts #GetUpleveled credit (IG): Anastasia Fainberg - @legacylawgroupcolorado SF0599
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If you are the trustee of someones trust or the executor of someones estate, you may need to file a trust tax return for 2024 or an estate income tax return for 2024! It doesnt take much money to meet this requirement! #incometax #trusts #estateplanning #inheritance #cpa #taxlaw
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๐ ๐ ๐ฆ๐ถ๐ฏ๐น๐ถ๐ป๐ด ๐ฆ๐ผ๐น๐ฑ ๐๐น๐น ๐ ๐ ๐ ๐ผ๐๐ต๐ฒ๐ฟ'๐ ๐ฆ๐๐๐ณ๐ณ ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฝ๐ ๐๐ต๐ฒ ๐ ๐ผ๐ป๐ฒ๐! Is there any recourse in this situation? Can you recover the lost assets or a portion of the proceeds? Join us in this video as we explore the steps you can take, legal options available, and how to navigate complex family dynamics to reclaim what rightfully belongs to you. Watch to find out more! ----- This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #siblingrivalry #probatenightmares #probatehelp #estateadministration #assetrecovery #assetdissapation #estatetheft ๐๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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Everything But the Kitchen Sink! ๐ฑ Well, not quite. But, when it comes to estate planning, it's often more complex than you might anticipateโespecially without a solid plan in place. Get those ๐ฆ๐ฆ๐ฆ in a row now. Ensure your affairs are in order so your family won't have to face the difficult scenarios highlighted in today's video. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #probatehelp #probateprocess #estateadministration ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐๐ผ๐ฒ๐ ๐ง๐ต๐ถ๐ ๐ก๐ฒ๐ ๐ฅ๐๐น๐ฒ ๐๐ณ๐ณ๐ฒ๐ฐ๐ ๐ฌ๐ผ๐? Recent rule changes mean that many beneficiaries are now required to ๐๐ถ๐๐ต๐ฑ๐ฟ๐ฎ๐ ๐ฎ๐น๐น ๐ณ๐๐ป๐ฑ๐ ๐๐ถ๐๐ต๐ถ๐ป ๐ฎ ๐ฑ๐ฒ๐ฐ๐ฎ๐ฑ๐ฒ. This shift raises important questions: Will you face higher taxes? How will your family be affected? The impact largely depends on who the beneficiaries are and the structure of your estate plan. In this video, we will delve into who is most affected by this law and discuss practical strategies to help you navigate these changes effectively. --- This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #IRS #inheritancetax #inheritretirement #taxes #10YearPayout ๐๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐ช๐ต๐ฎ๐ ๐๐ณ ๐ ๐๐ฎ๐ป'๐/๐๐ผ๐ป'๐ ๐ช๐ฎ๐ป๐ ๐๐ผ ๐๐ผ ๐๐? So, you've been named as a fiduciary. You're now responsible for making decisions on behalf of someone who is incapacitated or managing an estate after someone has passed away. What if you feel unprepared or unwilling to take on this responsibility? Are you obligated to accept the role? And if you choose to decline, can you be held to account for the actions of the person who takes over for you? Find out here. ---- This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #probatehelp #everythingestateplanning #fiduciary #fiduciaryroles #executor #powerofattorney #trustee #zammittilaw ๐๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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Learn how to build generational wealth!** 1๏ธโฃ **Whatโs the secret?** Trusts + Life Insurance = Financial Security. 2๏ธโฃ **Why this ebook?** Itโs a step-by-step guide to creating a legacy that lasts. 3๏ธโฃ **Whoโs it for?** Anyone who wants to secure their familyโs future. ๐ก **Ready to start?** Comment โTrustโ to grab your copy of *How to Build Generational Wealth Using a Trust*! #GenerationalWealth #Trusts #FinancialFreedom #LegacyPlanning #MoneyMoves
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๐๐ผ ๐ฌ๐ผ๐ ๐๐ฎ๐๐ฒ ๐๐ผ ๐ฃ๐๐ ๐๐ต๐ฒ ๐๐ฎ๐๐ฒ ๐ถ๐ป ๐๐ต๐ฒ ๐ก๐ฎ๐บ๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ง๐ฟ๐๐๐? "๐๐ฉ๐ข๐ต'๐ด ๐ช๐ฏ ๐ข ๐๐ข๐ฎ๐ฆ? ๐ ๐ณ๐ฐ๐ด๐ฆ ๐ฃ๐บ ๐ข๐ฏ๐บ ๐ฐ๐ต๐ฉ๐ฆ๐ณ ๐ฏ๐ข๐ฎ๐ฆ ๐ธ๐ฐ๐ถ๐ญ๐ฅ ๐ด๐ฎ๐ฆ๐ญ๐ญ ๐ข๐ด ๐ด๐ธ๐ฆ๐ฆ๐ต." Good news, you can call it whatever you want. Bad news, your choice could complicate things. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #revocabletrust #irrevocabletrust #EstatePlanningEducation #EstatePlanningMistakes #EstatePlanningInsights #EstatePlanningGoals #WealthPlanning #EstatePlanOptions #TrustNaming #medicaidplanning (attorney advertising)
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### Can a Revocable Trust Protect You From a Medicaid Lien? Are you curious if placing your house in a trust can shield it from long-term medical care costs, especially when applying for Medicaid? Here's what you need to know. Here's what you need to know. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #revocabletrust #livingtrust #irrevocabletrust #medicaidplanning #longtermcarecosts #longtermcareplanning #medicaidlien (attorney advertising)
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Granny's Trust stipulates that I buy her house upon her death, but I'd like to buy it now. Is this legal? Are there ๐ฝ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น ๐ฏ๐ฒ๐ป๐ฒ๐ณ๐ถ๐๐ ๐ผ๐ฟ ๐ฟ๐ถ๐๐ธ๐ that I should know about? How complicated is it to purchase the house in trust ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ her passing? Here are some important considerations before making any final decisions. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #buyhouseintrust #sellhouseintrust #propertyintrust #propertybuyout ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐ช๐ต๐ผ'๐ ๐๐ผ๐ผ๐ธ๐ถ๐ป๐ด ๐ข๐๐ ๐๐ผ๐ฟ ๐ ๐? When a beneficiary is stuck in probate limbo, do they have any recourse? Do they need to hire their own attorney? If so, what qualities or qualifications should they look for? The options available can vary depending on the situation and family dynamics. Here are a few key points to consider. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #beneficiaryhelp #probateissues #probateproblems #beneficiarysupport ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐๐ผ๐ฒ๐ ๐ง๐ต๐ถ๐ ๐ ๐ฒ๐ฎ๐ป ๐ฃ๐ฟ๐ผ๐ฏ๐ฎ๐๐ฒ ๐ถ๐ ๐จ๐ป๐ฎ๐๐ผ๐ถ๐ฑ๐ฎ๐ฏ๐น๐ฒ? A viewer recently posed the question: "๐๐ช๐ฏ๐ค๐ฆ ๐ต๐ข๐น ๐ณ๐ฆ๐ง๐ถ๐ฏ๐ฅ๐ด ๐ฎ๐ถ๐ด๐ต ๐จ๐ฐ ๐ต๐ฉ๐ณ๐ฐ๐ถ๐จ๐ฉ ๐ฑ๐ณ๐ฐ๐ฃ๐ข๐ต๐ฆ, ๐ฅ๐ฐ๐ฆ๐ด๐ฏ'๐ต ๐ต๐ฉ๐ข๐ต ๐ฎ๐ข๐ฌ๐ฆ ๐ช๐ต ๐ช๐ฎ๐ฑ๐ฐ๐ด๐ด๐ช๐ฃ๐ญ๐ฆ ๐ต๐ฐ ๐ข๐ท๐ฐ๐ช๐ฅ?" The simple answer is, "NO," and here are some reasons why. We'll also explore why, ๐ฆ๐ท๐ฆ๐ฏ ๐ช๐ง ๐บ๐ฐ๐ถ ๐ค๐ข๐ฏ'๐ต ๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ฆ๐ต๐ฆ๐ญ๐บ ๐ข๐ท๐ฐ๐ช๐ฅ probate, you'll still want to ๐ฎ๐ช๐ฏ๐ช๐ฎ๐ช๐ป๐ฆ any court involvement as much as possible. _____ This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #probateprocess #probatehelp #avoidprobate ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐๐ผ๐ ๐๐ผ (๐ฃ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐น๐) ๐ง๐ฟ๐ฎ๐ป๐๐ณ๐ฒ๐ฟ ๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฒ๐ฎ๐น ๐ฃ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐๐ ๐๐ผ ๐ฎ ๐ง๐ฟ๐๐๐ Transferring real property to a trust involves more than just the transfer itself; it also requires updating your homeowner's policy. There are four essential steps, and you'll definitely want to have expert legal guidance when doing so. Also, if you have property in multiple states, be sure your local attorney is willing to coordinate with out-of-state counsel to facilitate these transfers as well. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #realpropertytransfers #propertyintrust #homeownersinsurance ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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๐๐ผ๐ ๐ถ๐ ๐๐ต๐ฒ ๐๐๐๐ฎ๐๐ฒ ๐๐ฒ๐ฏ๐ ๐๐ฒ๐๐ฒ๐ฟ๐บ๐ถ๐ป๐ฒ๐ฑ? When someone passes away and you are appointed as the Trustee or Executor, how do you ascertain the estate's debt? Where should you begin? How much time and effort will be required to settle the debt? Is there a risk of personal liability if you're managing the estate administration? Get the insights you need here to confidently navigate estate administration and understand your obligations. . www.zammittilaw.com www.yourplanningattorney.com . This video is intended for educational purposes only and does not create an attorney-client relationship. #estateplanning #estateplanninglawyer #estateplanningattorney #yourplanningattorney #estate #estates #estateplan #probate #wills #trusts #generationalwealth #elderlaw #assetprotection #familyprotection #estatedebt #probateissues #probateproblems #probatehelp #executor #trustee ๐ข๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ ๐ข๐ฅ๐ท๐ฆ๐ณ๐ต๐ช๐ด๐ช๐ฏ๐จ
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