Passing It On: Estate Planning for Families

Can you refinance a home that’s inside a living trust?


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Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com "Can you refinance a home that’s inside a living trust? The answer is yes, and I’m breaking down exactly how it works in this video. If you’ve placed your home in a revocable living trust to protect your estate and you’re thinking about refinancing, you don’t need to worry! Lenders are typically comfortable with properties held in trusts, and the process isn’t much different than a regular refinance. But there are a few key steps to know about before moving forward. In this video, I’ll cover what lenders look for, how the trust impacts the refinance process, and what paperwork you’ll need to have on hand. As an estate planning attorney in California, I help clients protect their assets while navigating the ins and outs of estate planning, including refinancing a home held in a trust. If you live in California and have questions about this process, or want to schedule a consultation, click the link in my bio. #LivingTrust #Refinance #EstatePlanning #CaliforniaAttorney #TrustsAndWills #HomeOwnership #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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