Here’s exactly what that “one document” is. It’s a revocable living trust 🏡 The trust is the legal tool that keeps your home out of probate. The steps below are how you make the trust actually work. Comment “BOOK” for a free copy of my bestselling book, Legally Ever After, for the full plan. Step 1 Create a Revocable Living Trust This is the one document. You create the trust and name yourself as the trustee. You keep full control of the home while you’re alive. Step 2 Name your beneficiaries a
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How to set up a revocable living trust (with sample trust document)...and why setting up a trust now will save you LOTS of time and money later
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Putting your home in a revocable living trust does not increase property taxes in California. Proposition 13 keeps property taxes low by preventing reassessment when transferring real estate into a trust. The California Board of Equalization allows homeowners to move property into a trust without losing low tax rates. Estate planning, revocable living trusts, property tax rules, and avoiding probate help protect family homes and keep property taxes from going up. #EstatePlanning #LivingTrust #Fi
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🙋🏻‍♂️ Yes, you can trust your mortgage. 🔐 Transferring your home into a trust won’t trigger your lender—if it’s set up right. 📝 Set up a revocable living trust 👤 Make sure you're both the owner and beneficiary 📩 Let your lender and insurance provider know This is how smart homeowners protect their assets. 👉 Follow to protect your home. Have you thought about putting your home in a trust? #livingtrust #livingtrusttips #livingtrustforhomeowners #realestate #livingtrustsetup #livingtrustbene
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