How Should I Title My Assets? What You Need to Know!

How do I title my assets?
Attorney and estate planning expert Mark Gilfix discusses how you need to title your real estate, savings, investments, retirement accounts, and other assets...to avoid disaster!
He covers:
• Why your real property must be titled in the name of your trust
• Why your investments and bank accounts must be titled in your trust
• Why retirement accounts are not titled in your trust
• Fallback - your Durable Power of Attorney
• Fallback - Listing assets on Schedule A
• LLCs and Family Limited Partnerships
• Life insurance
#estateplanning #estateplanninglawyer #assets #trusts
Chapters:
0:00 Intro
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com