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#Estateplan Reel by @meres_mortgage (verified account) - 🏠 3 Mistakes When Putting Your Home Into a Trust Most people create a trust to protect their home… but small mistakes can undo all that protection �
448.2K
ME
@meres_mortgage
🏠 3 Mistakes When Putting Your Home Into a Trust Most people create a trust to protect their home… but small mistakes can undo all that protection 👇 1️⃣ Not Updating Insurance If your trust isn’t added to your home insurance, it could be uninsured. That means no coverage or payout if there’s damage. 2️⃣ Deed Filed Wrong If the deed isn’t recorded correctly, your home isn’t legally in the trust. It’ll still go through probate — exactly what you were trying to avoid. 3️⃣ Wrong Beneficiary Setup Make sure your successor trustee — not the beneficiary — is listed correctly. Otherwise, the transfer can trigger tax and ownership issues. 💡 Pro Tip: Always review your trust with your insurance agent and title company after recording. #estate #trust #realestate #home #mortgage #realestateadvice #insurance #estateplan #homeowner
#Estateplan Reel by @squiggleconsult (verified account) - How can you make sure your daughter in law doesn't inherit if your son passes away before her? It's a common question we get asked. Many parents want
1.0M
SQ
@squiggleconsult
How can you make sure your daughter in law doesn’t inherit if your son passes away before her? It’s a common question we get asked. Many parents want their estate to pass down to their grandchildren, not through marriage. The truth is, without careful estate planning, the law may not reflect your wishes. A simple will often isn’t enough. Trusts and clear instructions are key to protecting your legacy and ensuring it’s passed exactly how you intend. Your estate, your rules, but only if it’s set up properly. #estateplan #estateplanning #willsandestates
#Estateplan Reel by @thewgr (verified account) - The top real estate agents are paid well because they DESERVE to be! Comment the word "AGENT" to get access to my free agent infopreneur masterclass
6.6K
TH
@thewgr
The top real estate agents are paid well because they DESERVE to be! Comment the word “AGENT” to get access to my free agent infopreneur masterclass 👇🏻👇🏻
#Estateplan Reel by @cofield_advisor (verified account) - Save this📌! Dm me "Advisor" if you want help setting up a proper Estate Plan 🤝🏾. Certain assets SHOULD NOT go into your trust. Instead you should
436.1K
CO
@cofield_advisor
Save this📌! Dm me “Advisor” if you want help setting up a proper Estate Plan 🤝🏾. Certain assets SHOULD NOT go into your trust. Instead you should make your Trust the beneficiary of these assets. Check the list to make sure you don’t make this mistake Dm me “Advisor” if you need help setting up your estate plan
#Estateplan Reel by @trustandwill (verified account) - 💡 Thinking about creating a Living Trust but not sure where to start? We've broken it down into 6 simple, actionable steps anyone can follow. 👉 Sav
1.6K
TR
@trustandwill
💡 Thinking about creating a Living Trust but not sure where to start? We've broken it down into 6 simple, actionable steps anyone can follow. 👉 Save this for when you’re ready to set up your estate plan. 👉 Share it with someone who needs this too—because protecting your family’s future shouldn’t be complicated. #LivingTrust #EstatePlanning #FinancialWellness #LegacyPlanning #FinancialLiteracy #GenerationalWealth #WomeninFinance
#Estateplan Reel by @cmslawfirm - How to Give Your Kids Your House While You're Alive AND Save on Taxes. 🔥 Looking for estate planning help? We're pros at it and would love to chat w
353
CM
@cmslawfirm
How to Give Your Kids Your House While You’re Alive AND Save on Taxes. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal in mind - provide exceptional service at a great price. Law firms historically have a terrible reputation for service. It takes forever to talk to someone. It takes forever to get work done. And it seems like it costs 10 times what it should. That's not how we operate. We're really good at what we do because we only focus on one thing. We get our work done on time because we have great systems and great people. And we do it on budget because we work on a flat fee - you know exactly what the investment is before we start. If that sounds like the type of people you'd like to work with on your estate plan, we'd love to chat with you.
#Estateplan Reel by @saltandlightfinancial - Most people believe that buying a home automatically protects their family - but without the right structure, it doesn't. If your home is not placed c
86.1K
SA
@saltandlightfinancial
Most people believe that buying a home automatically protects their family — but without the right structure, it doesn’t. If your home is not placed correctly into a trust, it can still end up in probate, get tied up for months or even years, and cost your family thousands in taxes and legal fees. Here are the four steps you must get right when transferring your home into a trust: 1. Match your trust name exactly with the name on the title 2. Use successor beneficiaries, not just primary ones 3. Update your homeowners insurance to reflect the trust 4. File the deed with the county so it becomes legally recognized If even one of these steps is missed, your family could lose the protection you were trying to create. If you want a simple explanation or help structuring your estate plan, send me a message with the word trust and I’ll walk you through it step by step.
#Estateplan Reel by @andrepennington (verified account) - Most people think wealth is about how much you make - but the wealthy know it's about how much you keep and protect. I've worked with high-net-worth
12.1K
AN
@andrepennington
Most people think wealth is about how much you make — but the wealthy know it’s about how much you keep and protect. I’ve worked with high-net-worth clients for over 20 years… and 9 out of 10 forget the protection part. ✅ No trust ✅ No estate plan ✅ Assets in their own name ➡️ One lawsuit, and it’s all gone. The wealthy don’t take that risk. They use trusts for privacy, entities for liability, and strategies to pass down wealth tax-free. The biggest misconception? You need millions to start. You don’t — you just need the right structure. If you want to know how the wealthy protect their assets, comment “WEALTH” below and share this with a friend who needs to see it. #WealthBuilding #AssetProtection #TrustPlanning #GenerationalWealth #FinancialEducation #TaxFreeWealth #UniversalWealth
#Estateplan Reel by @thewgr (verified account) - Top realtors don't just sell homes-they bring inventory to the market, create opportunities, and keep the industry moving Comment the word "INFO" to
163.2K
TH
@thewgr
Top realtors don’t just sell homes—they bring inventory to the market, create opportunities, and keep the industry moving Comment the word “INFO” to watch my free Agent Infopreneurship Masterclass 👇
#Estateplan Reel by @estateplanlawyer - Using a living trust lets you leave your home, savings, or other assets to anyone you choose-including friends, godchildren, or a favorite charity. Av
630
ES
@estateplanlawyer
Using a living trust lets you leave your home, savings, or other assets to anyone you choose—including friends, godchildren, or a favorite charity. Avoid probate court, save time and money, and stay in control of your estate plan. Learn how to use a trust to leave property to non-relatives. Search terms: estate planning, living trust, revocable trust, trust vs will, probate, avoid probate, trust for non relatives, estate planning lawyer, asset protection, inheritance planning. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
#Estateplan Reel by @markjkohler (verified account) - Most people think a will is enough. It's not. A living trust is the backbone of an estate plan. It's private, so there are no court filings or county
2.6K
MA
@markjkohler
Most people think a will is enough. It’s not. A living trust is the backbone of an estate plan. It’s private, so there are no court filings or county records. It’s flexible, so you can update it as your life changes. And it’s powerful, because it puts you in control of what happens to your assets and your family when you’re gone. Think of it as a will on steroids. If you don’t have one, your family is at risk. Comment “KKOS” and I'll send you a link to book a free call with my team at @kkoslawyers to get started today.
#Estateplan Reel by @charleswinfrey (verified account) - Here's the truth: Everyone needs an estate plan. But not everyone needs the same plan. ✅ A Will handles your wishes after you're gone - who gets what
835
CH
@charleswinfrey
Here’s the truth: Everyone needs an estate plan. But not everyone needs the same plan. ✅ A Will handles your wishes after you’re gone — who gets what, who raises your kids, how things are distributed. 🏦 A Trust protects while you’re still living — avoids probate, saves time, reduces taxes, and keeps your affairs private. If you want control, privacy, and protection for your heirs — it’s time to talk trust. #EstatePlanning #RetirementPlanning #WealthTransfer #TrustVsWill #LegacyPlanning

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