What Assets Should Stay Out of Your Trust? - Weekly Video (HG)

In this video, attorney Bill O’Leary will explain what assets you should keep out of your trust.

You will learn:

• Why some assets should not be transferred into your trust
• How some assets are better protected outside of your trust
• What risks are incurred by having some kinds of assets in your trust

Do you have any questions, tips, or experiences with this topic? Leave us a comment below.

Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, elder Law, and Probate needs throughout the greater Jacksonville, Florida area.

Additional Content to Consider:

[LiamOlivia-]

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for...

[JaniceHylton]

Thank you so much for this info.
Can you please tuen the music d9wnnfor next video.
It was so hard to jesr you, and I need this info.

[Redwood]

I am at the beginning of my "investment journey", planning to put $400K into dividend stocks so that I will be making up to 25% per year in dividends. Any advice?

[bluenetmarketing]

Great information, but PLEASE delete the background "music noise." It detracts greatly from your content and makes it impossible to hear everything you are saying. Most youtubers have long since deleted any background "music noise" from their videos for just this reason. It was a fad at one time, but almost nobody does it anymore.

[wcasox]

Yes good advice, but background music too loud

[legacyplanninglawgroup]

Thank you so much for watching! We've heard you about the background music, and we've endeavored to correct that in our newer videos!

[JoyKennedyHughes]

Excellent information. Thanks so much!

[rafaelsegovia]

I just suscribe! Im learning so much from you! Thank you so much!

[ChloeCarter-kdgz]

With around $250k to invest, what's your advice on entering the market? I'm considering replicating the strategies of experts instead of investing independently to avoid both financial losses and emotional stress. What are your thoughts on this approach?

[russellgray]

Thank you for the video!!! We learn a lot from you! Thank you!

[tscoff]

Thank you. This is very useful information!

[Scott-smnm]

Real valuable information in a short amount of time. It was, however, unclear what type of trust it was (irrevocable, ?) or maybe it doesn't matter?

[BulentKizilaslan]

I'm so happy I made productive decisions about my finances that changed my life forever, hoping to retire next year.. Investment should always be on any creative man's heart for success in life

[Scottweeier]

All the best and good video. In my opinion it is still a good time to invest in different stocks like gold, silver and digital currencies. This is one of the most important skills to learn and everyone should invest instead of saving. Some may agree, some may disagree. My big compliments to Natalie Rose Strayer for improving my portfolio!!....

[kortyEdna]

The only American who won't acknowledge this Administration's failed economic policies is Joe Biden. "Shrink-flation' is the least of our worries compared to rising rents and stagnant wages, but it is an undeniable indicator of how bad our inflation has gotten. I have $100k that i like to invest in a non-retirement account, any advice on that?

[hoosiermama]

Such good advice presented in an easily understood manner. Thank you!

[ginabrown]

Do you give trust advise for just Florida residents OR any state resident??

[oldmanx]

really interested in this but the background music muffles everything.

[danbutler]

Very good insight,

Thank you!

I have multiple pieces of real estate title and various grantor trusts for privacy and protection.

This has worked very well in the past. In fact saved me over $550, 000 on one DEQ lawsuit.

How can I make sure that each of the properties comes back to my estate and my errors, but I am putting my personal trust together??

I have subscribed to your channel and have shared it with quite a few friends who are in real estate.

Many thanks

[SheriChase]

"Background music" is so over rated. It's not necessary. I was getting a headache trying to hear you. It's worse when trying to wear headphones or speeding up a video. It's awful. Loved this video but would be better without the distracting, annoying "music".