Navigating Estate Planning with Caress Law

I've Created a Revocable Trust, Now What? Assets Which Are Not Owned by the Trust


Listen Later

Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process.

Links and Resources Mentioned

https://caresslaw.estate/podcast/i-created-a-revocable-trust-now-what 

https://caresslaw.estate/podcast/what-is-probate-and-can-it-be-avoided 

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/

...more
View all episodesView all episodes
Download on the App Store

Navigating Estate Planning with Caress LawBy Tammi Caress

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

6 ratings


More shows like Navigating Estate Planning with Caress Law

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

789 Listeners

Financial Residency by Financial Residency Network

Financial Residency

300 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

5,981 Listeners