Great video. Question. Does step-up basis for capital gain exclusion apply to grandchildren as well if we ask our elderly parents to put our children (instead of me and my siblings) as beneficiaries to their house in their trust?

I am currently trying to manage crypto for my elderly mother. My sister is the trustee for the trust. If my mother gave me the money from the trust to buy it, then I bought it and transferred it to a cold wallet that was in the Trusts name, would that be ok in addition to my mom explaining in a letter on how to access it? If and when she sells it, would it still be taxed as if it were in the trusts name even though I bought it under my account on the exchange?

What is the cost of such a thing as a trust for Grandchildren on my estate ? Thanks ..

Hello, thank you so much for the information. I have a question, we’re currently living in Georgia and have property in California, how do we put it in the trust? Is that the attorney’s responsibility? Thank you.

Why use an attorney when I can create a trust through a smart contract on the blockchain and cut out the middleman, saving money and avoiding potential issues with traditional business practices? While I’m not saying all attorneys are greedy, many charge significant fees for things that can be automated and transparent with blockchain technology. Smart contracts could manage my assets, distribute them according to my wishes, and even automate inheritance processes. What’s your take on using blockchain and AI for something like this?

What kinda of fees we talking about

I guess, as in the uk, the wutnesses must not benefit frin the will.

Your amazing, since financial elder abuse domestic terrorist break into homes to change these to steal our inheritances. We need Trusted Advisors and Allied Legal Professional Trust Guardians with a NICER FEDS 33-year reformed Forgery Proof Latin Law Crime Interdiction Title Holding Trust, and a Schedule C Counterfeit Free LLC Please. To fund, record, monitor, validate, and certify heirs, with a service team to inventory, appraise, mentor grantors, coach trustees, referee grantees, transfer, distribute, and settle administrations with a Pro Bono Trust Reading, with Police and NICER on call to arrest Trust thieves.

Thank you for making the process so easy!!

You're a great teacher; clients want the Estate Plan added to the NICER Financial Elder Abuse System's 33-year reformed Latin Law Crime Interdiction Administration to interdict financial elder abusing domestic terrorists who beak into our homes and change the Trust, costing our family a million dollars in Trust Litigation. With NICER FEDS 837PC Citizens and Police on call backing 1 Trusted Advisor, 1 Allied Legal Paralegal, 1 LDA, 2 Witnesses, and 1 Notary Trust Guardian. To arrest Trust warned, Permission Tracked, and Notary Trust Guardian Log exposed wealth transfer thieves.

I am opening up a trust for my crypto. First, I am opening an LLC, opening up a bank account in the LLC's name, then, I'm obtaining a Irrivocable trust with the bank accounts name and then connecting the trust to the LLC and bank with the trust certificate, and then making deposits into the bank with crypto. Are these the correct steps? Thank You Sara!

😢 just my luck / well thank you an your husband is very .lucky man ( for sure)

Do you only work in Georgia / do you handle the state of Alabama is my question?

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If the basis for a caveat on a will is weak will it be removed. Does any caveat put on a will have to be proved?

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Are transfer on death deeds enough if your only assets are houses?

What if you live in Georgia but inherit money from your brother who lives in New York?

So is it enough with just adding the description of the crypto account into the trust ? Or should you add the detailed instructions tonthe trust too ot the instructions go separetly?

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Regarding Capital Gains Taxes: What are the pros and cons of selling a house that was inherited via a Will versus selling a house received via Revocable Trust? If receiving a house from someone before the person (who is gifting the house) passes, how would Capital Gains taxes be assessed for the person who the house is gifted?

A sheet to list all assessments, bank accounts, personal items to be willed to family members upon my demise.

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Thank you for providing this valuable information. The new law creates a new Chapter 17 within Georgia’s Title 44 and authorizes the creation of transfer on death deeds. Previously, commonly known as Lady Bird Deeds were ineffective in Georgia. No since the new death deed passing is there a requirement to complete the new death deed or will the Lady Bird Deed now be effective in Georgia? I believe the new death deed requires filing with the county clerk's office. However, the Lady Bird deed was not filed with the clerk's office and is in a safe. Several years ago I placed my parent on my deed should something happen to me, however, I now have a POA over my ill parent and wonder if I can sign the new death deed on behalf of my parent as I am the beneficiary on the Lady Bird Deed and will continue to be the beneficiary on the new Georgia Death Deed. Thank you,

Never ever give anyone access to your keys or your crypto!

Anyone in Austin, tx deal with revocable trust involving crypto for a retirement individual

Wrong, standby takes over which can be permanent if guardian(s) are unable or resign

Great video. I heard that the biggest benefit of putting you home in a trust, specifically a land trust, was the privacy and protection from any creditors or lawsuits. With having your name listed as Trustee wouldn’t this expose you and your property? I also live in Georgia and looking at doing this with my home and just wanted to know

If a residential property is held in irrevocable trust can the successor trustee sell property for the benefit of the beneficiary?

What an absolute ANGEL you are for sharing this valuable information! Thank you!

Question, does putting my home and other assets into a trust before filing for divorce protect me from my spouse taking half of my assets? I live in GA.

This was extremely helpful!! Thanks!!

If i put my home into a living trust and I am a disabled veteran receiving the homestead benefit will I still receive that benefit with the house being in the living trust or will it revert to not receiving the Homestead discount benefit?

I’m trying to find an answer and keep coming up blank. Maybe you can help me. My husband and I bought a home back in 2015. The home was only in his name. During the closing, a gift deed to me was filed. He always said if something happened between us that he wanted me to have the home for the kids. Well here we are in 2024 and we have filed a separate maintenance, and after that my children and I were given an order of protection due to family violence, and currently he is incarcerated for violating that order (yes lots of drama). His latest thing is saying that he wants me and the kids out of the house and tried to say we have to be out by June 1st. That goes against our separation agreement where he agreed to the kids and I staying in the home. It also goes against the order of protection (we have a 12 month one now) saying we have possession of the home. Everyone keeps saying “half the home is yours” as I look in to moving forward with a divorce. But what about that gift deed? Can he just up and sell the home because the mortgage is in his name? Will it have to be split equally? Or since he gave the gift deed is the home mine? Thanks for your help.