Everything Estate Planning

#476 | Buying a Property With a Trust is Simple IF Done Right!


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#476 | Buying a Property With a Trust is Simple IF Done Right! ๐Ÿ  ๐—ž๐—ฒ๐—ฒ๐—ฝ ๐—ถ๐˜ ๐—ฆ๐—ถ๐—บ๐—ฝ๐—น๐—ฒ - ๐—•๐˜‚๐˜†๐—ถ๐—ป๐—ด ๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜† ๐—ช๐—ถ๐˜๐—ต ๐—ฎ ๐—ง๐—ฟ๐˜‚๐˜€๐˜? ๐—›๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐—ช๐—ต๐—ฎ๐˜ ๐— ๐—ผ๐˜€๐˜ ๐—ฃ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—š๐—ฒ๐˜ ๐—ช๐—ฟ๐—ผ๐—ป๐—ด. You set up your trust. Check. Now you're ready to buy that investment property or new home. Easy, right? Not so fast. ๐—ช๐—ต๐—ฎ๐˜ ๐˜€๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—ฏ๐—ฒ ๐—ฎ ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ฒ ๐˜๐—ฟ๐—ฎ๐—ป๐˜€๐—ฎ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐˜๐˜‚๐—ฟ๐—ป๐˜€ ๐—ถ๐—ป๐˜๐—ผ ๐—ฎ ๐—ฐ๐—ผ๐˜€๐˜๐—น๐˜† ๐—ป๐—ถ๐—ด๐—ต๐˜๐—บ๐—ฎ๐—ฟ๐—ฒ. I've seen clients face thousands in unexpected taxes, title disputes that drag on for months, and insurance companies that suddenly won't cover their property. The problem? Three critical mistakes that happen during the purchase process. In our latest episode, we walk through exactly how to avoid these expensive pitfalls. Real examples from real clients who learned the hard way. Because here's the truth: ๐˜๐˜ช๐˜น๐˜ช๐˜ฏ๐˜จ these issues after closing ๐˜ค๐˜ฐ๐˜ด๐˜ต๐˜ด ๐˜ฎ๐˜ถ๐˜ค๐˜ฉ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ ๐˜ต๐˜ฉ๐˜ข๐˜ฏ ๐˜ฑ๐˜ณ๐˜ฆ๐˜ท๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ฏ๐˜จ them upfront. ๐Ÿ›ก๏ธReady to protect your investment the right way? Listen now and save yourself the headache (and money) later. #EstatePlanning #TrustsAndWills #RealEstateLaw #PropertyPlanning #TrustFunding #LegacyPlanning #EverythingEstatePlanning #ZammittiLaw

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If you want to talk more about anything estate planning, elder law or probate related:

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http://yourplanningattorney.com

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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.

Our firm rests on three core pillars:

  1. Family protection

  1. Simplicity and efficiency for our clients

  1. Minimizing taxes and spend down of your hard-earned assets

If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal โ€“ to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!

Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.

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This podcast is intended for educational purposes only and does not create an attorney-client relationship.

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Everything Estate PlanningBy Valerie Zammitti

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