Episode Details
Back to EpisodesA Trust Is A Private Not Filed With Any Government Agency
Published 1 year, 8 months ago
Description
Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
ELIZONDO a trust is a private document and usually doesn't have to be filed with any government agency. One of the biggest advantages of a trust over a will is that it is a private document. The only people that have access to it or financial institutions where you might hold accounts, beneficiaries, and sometimes that can be it. We want to keep things out of probate court, which is open to the public and if you have no estate plan or an estate plan centered around a will, the world gets to know where all of your property goes and who gets it and how much they get. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
www.ocestateplanlawyer.com
ELIZONDO a trust is a private document and usually doesn't have to be filed with any government agency. One of the biggest advantages of a trust over a will is that it is a private document. The only people that have access to it or financial institutions where you might hold accounts, beneficiaries, and sometimes that can be it. We want to keep things out of probate court, which is open to the public and if you have no estate plan or an estate plan centered around a will, the world gets to know where all of your property goes and who gets it and how much they get. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty