Provisions To Exclude From Your Will or Trust

[@debbiewhite3270]

TY - I learn something from each one of your videos. More to think about.

[@bonnieschell6744]

Hi Paul I have a question. My mom passed 2 years ago. I have been living in the house and took care of her. So now they want to sell . The house was lower at the time of death. Do we have to pay capital gains tax if the house sells for more?

[@bonnieschell6744]

Mom left us her house in trust . And we are to distribute it evenly . Mom passed two years ago and I have been staying in the house. Now they want to sell . If it sells for more then it was at the time of death is there a capital gains tax?

[@dianearrington6666]

🐏 Thank youuuu.

[@fleurdelouie2944]

What do you do when an attorney makes a grave error in a trust and because of that error the trust cannot possibly be executed for the purpose and intention of the settlor? Because of this error in the trust the beneficiary is screwed. It was made clear of how the trust was supposed to work to the attorney.

[@lleocttx2326]

Scratch-through’s and IRA/will beneficiaries most useful, time to get another lawyer and redo the will. Thank you

[@jacquelinehoman4892]

What are some ways to avoid probate. And how will it effect taxes?

[@sandraespana9250]

When transferring a rental property does everything stay the same like filling out taxes

[@AnnieCherian-oh5sc]

You dont hve will or trust,husband is seprated the arizona you already hve name all house,wife can do alone her will,

[@winniea5115]

What if I do not want my IRAs or life insurance go to my child because he has disability and would not know how to manage a large lump sum? Should the revocable living trust be named as beneficiary and in the trust there are instructions to the trustee to distribute the fund from the IRAs and the life insurance in a set amount annually?

[@Jean-g4d4g]

Leave any major assets with a beneficiary. That way it's no mistake. The beneficiaries will follow deceased wishes only, not what everyone else wants and probably were established before the person passed away.

[@JonnieMoreno-hm7ju]

Hi, I am in Oregon, and need help. Our area estate lawyer retired that was recommended. Watched you for awhile. Am wanted to see if you could help us

[@FL-CourtReporter]

What state are you located ❓. Does the law change from state to state❓. I’m in Florida 😎🔆✅

[@how_to_hallagon1]

Yes it usually changes from state to state depending on communism levels.

[@2901nc]

Paul is located in Louisiana. Check out his website in the description, he has associates in many states.

[@justmyopinion053]

😅 laughing at 3

[@dorislacaze8475]

What if you have some CD’s and life path funds as well as a couple of life insurances , and you have left it all to say your daughter and you have several bank accounts and a credit union account , all have been left in the name of your child expect you do a POD for the bank accounts, this would be for monies in the amount of around 300,000 $ in all these assets. And a home with a couple of acers paid for in full am i doing this right? Or what can i do to make it right so my daughter has no problem with handling things with out much of a problem

[@2901nc]

Good morning! You have great questions. These need specific input. Be sure to check the description and request a free consultation!

[@dorislacaze8475]

How do i contact you