Six Revocable Living Trust Mistakes

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  • Опубликовано: 10 янв 2025

Комментарии • 78

  • @PlainenglishTrustvictim
    @PlainenglishTrustvictim 4 месяца назад +3

    Are you going to keep adding up the Plain English Estate Plan mistakes that cost us our inheritance or join Citizens, Law, and fellow Pro Bono Backup Legalese Administration Lawyers. Defending families with the NICER 33-YEAR reformed Latin Law Permission Ledger Arbiter Interdiction Trust?

  • @LegaleseWarrior-w4i
    @LegaleseWarrior-w4i 4 месяца назад +2

    Would you agree with Notary Index Crime Enforcement Response that the a Financial Elder Abuse Defense System is needed to avoid the Estate Plan mistakes costing our family 50% in Trust Litigation?

    • @FedUpClient-b5i
      @FedUpClient-b5i 7 дней назад +1

      You're the boss, if your wise you'll inventory everything you own in a NICER Forgery Proof RLT with grantee designations on items like Life insurance, bank, and retirement accounts to simplify distributions by an Old Law Practice Model Trusted Advisor.

  • @paulrobbins8237
    @paulrobbins8237 11 месяцев назад +2

    To further safeguard one's property ( which is often the biggest part of an estate) you create a Quit Claim Deed in the name of the Trust rwith instructions to file it with County Recorder and a Pour Over Will which simplifies the necessary Probate.

  • @judithschuch5281
    @judithschuch5281 3 месяца назад +2

    Paul - love the vault idea. Do you have any further information on the tech used to set up that type of secure hold?

    • @LegaleseAdvocate
      @LegaleseAdvocate 2 месяца назад +2

      The Vault is the Forgery Proof NICER Interdiction Living Trust using the Latin Law Crime Interdiction Administration to arrest anyone tampering with a NICER County funded, NICER Recorded, arbiter interdicted, validated, and certified inheritance and legacy wealth transfer.

    • @EstatePlanTrustVictims
      @EstatePlanTrustVictims 2 месяца назад +2

      @@LegaleseAdvocateour greedy trustee stole our inheritance and the estate planner who promised peace of mind ran from the plan.

  • @gailgreif4417
    @gailgreif4417 11 месяцев назад +2

    The lack of funding was a mistake my parents made, but only for one asset. I did have to go through probate in another state on the other side of the country to get those assets retitled to the trust. It was painful at a time that I was grieving terribly and not at my best. And it wasn’t cheap. And the estate attorney wasn’t thrilled since she’d given my parents written instructions on how to handle everything! I have taken note and learned this lesson up close! It definitely added a hassle factor!

    • @KennethGuilory-w8q
      @KennethGuilory-w8q 5 месяцев назад

      Funding is just one of dozens of steps in a complete administration to transfer, distribute, and settle inheritances and legacies without the crime so Grantors will happily pay a Notary Index Crime Enforcement Network Prebate Nickel and Grantees a Probate Dime to avoid the Estate Plan Dollar or Quarter on the Dollar Litigation.

    • @LegaleseWarrior-w4i
      @LegaleseWarrior-w4i Месяц назад

      Your Parents didn't make the mistake, unless they tried to do it themselves, we need Trusted Advisors whe fund, record, monitor, validate, and certify a NICER FEDS Forgery Proof Title Holding Trust.

  • @macoeur1122
    @macoeur1122 11 месяцев назад +7

    After seeing my sister and brother's behavior as co-trustees, and having heard stories from others about how easy it is for even generally "responsible" adult "children" to rationalize "creative accounting" in their favor, I will definitely be making use of a corporate trustee. My dad laid out trustee compensation intructions in his trust and they "said" they were foregoing compensation only to turn around and "pay themselves" far more via displacing a significant chunk of their tax burden on to my other sister and me.
    My father would be so disappointed in them.

  • @SKWDMDYT
    @SKWDMDYT 11 месяцев назад +5

    And the number one question I have, is it too late to set up an irrevocable trust and get the five-year look back going if your mother is 96 years old? My father died five years ago, and they have a revocable trust. It’s only then that I realized their estate really isn’t protected. And I ask this because only recently I discovered that the five-year look back is prorated 20% per year. So if I could set up an irrevocable trust and even if my mother makes it to 97 before entering a nursing home, doesn’t this, save me 1/5 of the value of her house? if my mother should go into a nursing home, she may or may not have enough money to pay for the care before having to sell the house. I assume if she only lives to 99 she might have enough money before selling the house. Additionally, I am wondering what the law is in New York regarding a care giving adult child living in the house for the last five years and asking them to leave the house if our mother ends up in a nursing home. 33:55

    • @victorialarkin5802
      @victorialarkin5802 7 месяцев назад

      Mom is 92 & dementia memory care revocable trust paying 12K monthly applying for Medicaid worried about living in property same situation was question answered? I'm 65 facing this alone

  • @melissamccarty8122
    @melissamccarty8122 11 месяцев назад +1

    In MS our Trust Code requires that we make publication to creditors (like in a Probate) for creditor claims to be made to the Trustee if the Trust owns real property. So now there’s at least a 90 delay in asset distribution in Mississippi.

  • @loismarvin7222
    @loismarvin7222 11 месяцев назад +4

    Thank you for such valuable information!😊

  • @jensheahan7522
    @jensheahan7522 11 месяцев назад +3

    you really are my favorite estate planning attorney EVERYWHERE ANYWHERE i wish u could help me

    • @GrandpaMoses-o3y
      @GrandpaMoses-o3y 2 дня назад

      Law Mothers great too, seems to always answer her questions.

  • @stevenwarner7348
    @stevenwarner7348 6 месяцев назад

    I really like the note about "Successor Trustee" take his time after my passing. I've been working on selling my house so If my Son does some staging for the real estate sale he could increase the property value by 200K. Maybe this doesn't matter but not sure. I am working on this myself but not sure how long I can sustain the "sell the house" effort. A most excellent "agent" continues to be helpful. ~ all good. I hope to be "homeless". I could see that. No problemo. (off on my motorcycle and a tent ~ chasing the warm weather, oh yea). Thank you again.

  • @traceygale
    @traceygale 11 месяцев назад +1

    I would like to have more info on Medicaid payback in Nevada in regards to Retirement accounts, Ira, 401 etc.

  • @NewLyfe-q9e
    @NewLyfe-q9e 4 месяца назад

    Yes, sir man indeed has been a nightmare as nobody in the attorneys office, or anything else will give me the necessary information

    • @GrandpaMoses-o3y
      @GrandpaMoses-o3y 2 дня назад

      No worries the NICER FEDS approved Trusted Advisors are on the way with Pro Bono backup.

  • @MzMel-2023
    @MzMel-2023 11 месяцев назад +5

    Thank you for your consistency,
    it's much appreciated. 📚🌎📚

  • @JRMoritz
    @JRMoritz 11 месяцев назад +3

    Your video’s are great. I have not seen them all but the one’s I have watched are on point. Here is my question: We have a Trust done here in FL and need to make some changes to beneficiaries due to health circumstances. The law firm wants a lot of money to do that. Can we do an addendum and have it notarized? Thanks JR

    • @FedUpClient-b5i
      @FedUpClient-b5i 7 дней назад

      There are dozens of administrations steps up the road costing our family a million in litigation, you need an old law practice model trusted advisor putting client's needs ahead of their own to plan, fund, monitor, validate and certify NICER FEDS crime free inheritance and legacy wealth transfer plans. To inventory, appraise, mentor grantors, coach trustees, referee RLT grantees and LLC beneficiaries, transfer real estate, distribute policies and retirement accounts, and settle administrations with Pro Bono title validations and Trust readings.

  • @LegacyLewis-gt8ru
    @LegacyLewis-gt8ru 11 месяцев назад +1

    🌷😌🙏🏽 THANK YOU SO VERY MUCH for this in-depth discussion on trusts. Wow! Really, really APPRECIATE YOU!!!

  • @retharoberts9154
    @retharoberts9154 11 месяцев назад +5

    When do you do these live streams. I don't want to miss any.

  • @retharoberts9154
    @retharoberts9154 11 месяцев назад +6

    I truly enjoyed you. Thank you

  • @karenlee9146
    @karenlee9146 11 месяцев назад +2

    I have a cemetery plot in my name, does the title need to go into a trust?

  • @dianesmith4232
    @dianesmith4232 11 месяцев назад +2

    My husband and I do not agree on our trust. If both of I got into a wreck and both died which trust would be legal?

    • @FedUpClient-b5i
      @FedUpClient-b5i 7 дней назад

      This old man says after your family pays 25 to 50% in Litigation whoever the court system says gets it, unless you hire an Old Law Practice Model Prebate Arbiter Interdiction Title Administration Trusted Advisor to put your family's needs ahead of their own, to transfer Real Estate, distribute policies and retirement accounts, and settle your administration with Pro Bono validated titles and Trust reading.

  • @myton008
    @myton008 7 месяцев назад

    You can designate per stirpes in a TOD

  • @SniperUSMC
    @SniperUSMC 5 месяцев назад

    What could go wrong with POD and/or TOD? Well, if you have a crooked family member they will get (trick) the person who has the TOD or POD to sign a power of attorney, then place everything in their own name and exclude the rest of the family.

    • @VictimizedSenior-x8f
      @VictimizedSenior-x8f 2 месяца назад +1

      Wow your right on spot, the Notary Index Crime Enforcement Regulatory 33-year reform Forgery Proof Interdiction Living Trust with the Latin Law Crime Interdiction Administration fixes that. Along with Will, Trust, and LLC forgers, counterfeiters, and embezzler, look for Estate Planners who distinguish themselves among their peers advancing their careers to County Fund, NICER Record, Arbiter Interdict, Trust Guardian Validate, and Trusted Advisor certify Rightful Heirs. Inventory, appraise, transfer, distribute and settle administrations with NICER 837PC Citizens and Sheriffs on call to arrest inheritance and legacy thieves.

  • @merriegiles5922
    @merriegiles5922 11 месяцев назад +3

    Even cars have to be moved to the trust via DMV to avoid probate? I thought as long as you put the decision of what to do in the trust, the vehicle itself did not have to reference the living trust (EEK)

  • @kristyl8358
    @kristyl8358 9 месяцев назад

    Do you have a book for us to purchase? It’s very good info but I would like a book to reference back to. Thanks for sharing

  • @R.McDowall
    @R.McDowall 11 месяцев назад +1

    What if a trust has been created without your expert input and having stumbled on these videos the creator of the trust realizes that his trust documents are woefully inadequate? How is this best resolved?

    • @FedUpClient-b5i
      @FedUpClient-b5i 7 дней назад

      You need a NICER FEDS Forgery Proof RLT Trusted Advisor with a team of Allied Legal Professional Trust Guardians to deliver dozens of provisions, now that we know a Trust is like a plane ticket needing a service crew to deliver the services.

  • @benildatagle1967
    @benildatagle1967 11 месяцев назад

    How do you waive bond as an administrator in NJ

  • @mrs.happydog584
    @mrs.happydog584 11 месяцев назад +2

    How do you locate a Will if you know there was one but it’s no appeared for 8 months?

  • @danbutler7708
    @danbutler7708 10 месяцев назад

    Where do I find the information to contact you perhaps I'm illiterate but I did not find it on the RUclips website or the foot of your note please help

  • @wellyahknow
    @wellyahknow 11 месяцев назад +2

    please, have at least one of your colleagues get in contact with me, i have sent numerous request to HELP with NIGHTMARE after my father has died a year ago, thank you

  • @stevenwarner7348
    @stevenwarner7348 6 месяцев назад

    I am 70 years old with a 26 year old son who is doing well. Real Estate (my home) is my only Asset. Gotta have a plan. It could not be more simple. I think that I am blessed by this. So I guess a Will. - I hope that people that I know at the town office will help with this. Then set up the MOST SIMPLE RLT that I can. Just deed the house over to the new RLT, name my son as Successor Trustee. name my son as Beneficiary, etc. So skip the POA stuff. No probate. I have a heart condition. So I expect to just have the lights out event. You know, just a quick event. Absolutely no one else really matters. Maybe one of those letters for my son to open with "suggestions." But probably not. ~~~ Just getting my fbMP game tuned up to sell what I can now. Currently into motorcycles. Yep! Gonna RIDE WITH BIDEN ! ~those Fox News Zombies (republikkkans) ~~~ Super Yuck.... Thanks so much for this. 👍

  • @NewLyfe-q9e
    @NewLyfe-q9e 4 месяца назад

    Lol I hear you clearly

    • @VictimizedSenior-x8f
      @VictimizedSenior-x8f 2 месяца назад

      Be patient the Please, the Estate Plan Trust is being replaced with 837PC Citizens and Sheriffs on-call to arrest Notary Index Crime Enforcement Regulatory Interdiction Living Trust warned, permission ledger monitored, and NICER exposed, Will, Trust, and LLC forgers, counterfeiters, and embezzlers around the Holydays to protect vulnerable seniors from financial elder abusing quit claim jumping title deed thieves. Eith Trusted Interdiction Living Trust Advisors, and Allied Legal Professional Trust Guardians to inventory, appraise, transfer, distribute, and settle administrations with a Hollywood Style Pro Bono Trust Reading.

  • @steveking8548
    @steveking8548 11 месяцев назад

    If you put your traditional IRA into your revocable living trust, it is the same as cashing out your IRA and you will owe income taxes on the full amount. You need to use the beneficiary designation as the video discusses.

  • @NewLyfe-q9e
    @NewLyfe-q9e 4 месяца назад +1

    I do not trust my broker any longer

    • @LegaleseAdvocate
      @LegaleseAdvocate 2 месяца назад +1

      I only trust NICER approved Interdiction Living Trust Administration Lawyers who put their client's needs ahead of their own with forgery proof legal documents, a Permission Ledger DPOA, and Schedule A counterfeit free LLC.

    • @EstatePlanTrustVictims
      @EstatePlanTrustVictims 2 месяца назад

      I don’t trust estate planners especially after their Trust ruined our family.

    • @shelleyamor
      @shelleyamor 2 дня назад

      I don’t trust my trustee’s actions

  • @loghanditheimperialdiehard8876
    @loghanditheimperialdiehard8876 8 месяцев назад

    The influx bruh

  • @bettyaranzazu9480
    @bettyaranzazu9480 9 месяцев назад

    Too complicated

  • @MaMa-qh4dy
    @MaMa-qh4dy 11 месяцев назад +10

    These videos are way too long to watch. I hope you can shorten them up in the future because you have great info to convey. It's just that most viewers don't have 1+ hour to spend watching any video. Just trying to be helpful, not critical. Many thanks for what you do.

    • @highguys
      @highguys 11 месяцев назад +23

      If you want the information then you’ll listen- no matter the length of the video. Be grateful that this info is even available for free consumption.

    • @MzMel-2023
      @MzMel-2023 11 месяцев назад +13

      People make time and prioritize what they find to be of most importance to them.🤔💯😶💯😉

    • @MaMa-qh4dy
      @MaMa-qh4dy 11 месяцев назад +3

      @@highguys My time is money !!!!

    • @johndsargent7591
      @johndsargent7591 11 месяцев назад +4

      Great review. Thanks for sharing.

    • @robkocol5664
      @robkocol5664 11 месяцев назад +9

      I'd rather not spend a minimum of $250/hr just for a consultation. Sometimes "Free" is worth the price you pay.