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If you're both the trustee and beneficiary of a trust and inherit a home from a parent, should you put it in your own name or keep it in the trust? The answer isn't always straightforward ā it depends on what the trust document says. In this episode, we discuss how to handle inherited property, when to transfer it to your name, and why it may be time to start a trust of your own.
š California residents: Protect your assets and loved ones with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.
#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty
By Michael Pevney4.5
1010 ratings
If you're both the trustee and beneficiary of a trust and inherit a home from a parent, should you put it in your own name or keep it in the trust? The answer isn't always straightforward ā it depends on what the trust document says. In this episode, we discuss how to handle inherited property, when to transfer it to your name, and why it may be time to start a trust of your own.
š California residents: Protect your assets and loved ones with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.
#EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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