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Biggest Mistakes Made When Using a Revocable Living Trust

Many people make critical errors when setting up a revocable living trust—don’t be one of them! From inconsistent beneficiary designations to false assumptions about asset protection, these mistakes can cost your loved ones. Watch now to ensure your trust is set up the right way! https://www.youtube.com/watch?v=-XgYnWzUYFk...

Do You Have Minor Children Listed as Beneficiary of your Accounts?

If you have minor children, never list them as direct beneficiaries on life insurance, retirement accounts, or bank accounts! Without proper planning, the court will appoint a guardian to manage their inheritance until they turn 18—and that person may not be who you’d choose. Instead, set up a remainder trust...

CONTI’S KITCHEN TABLE

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Biggest Mistakes Made When Using a Revocable Living Trust

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Do You Have Minor Children Listed as Beneficiary of your Accounts?

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Biggest Mistakes Made When Using a Revocable Living Trust