Six Mistakes Living Trust Settlors Make
3,172 views
0

 Published On Feb 13, 2024

Our national estate planning law firm website: https://aeplawyers.com/

To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71...

00:00 Six MIstakes Living Trust Creators Make
0:18 Mistake 1: Failing to Fund Your Living Trust
0:57 Mistake 2: All the Trustee Designations
1:44 Mistake 3: Over-relying on TOD and POD
3:00 Mistake 4: False Assumptions About Living Trusts
3:41 Mistake 5: Documenting All Trust Accounts and Estate Documents
4:16 Mistake 6: Trust Distributions Too Quickly After Settlor's Death

show more

Share/Embed