Timothy Sumer

Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started! -- Many people like the idea of leaving their estate in trust for their spouse. Leaving your estate in trust for your spouse can accomplish the dual objectives of: (1) providing for your spouse; and (2) controlling who will receive the remaining trust assets when your surviving spouse passes away. The trustee that you designate needs to have an understanding of the legal and financial concepts involved in being a trustee. I've broken down your options regarding who should be the trustee of a trust that you establish for your spouse into four options: (1) Your spouse: (2) An individual other than your spouse: (3) A co-trustee arrangement; and (4) A corporate trustee. For prospective law firm clients who want to schedule a free 30 minute initial phone call with Paul Rabalai

What Happens to IRAs if they are Probated? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: If you want to talk more about probate: -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, po

0:00 How To Leave Your Estate To Your Spouse 2:24 Why Providing For Your Spouse in Estate Planning is Important 5:10 Make Things Easy When You Become Incapacitated 10:18 Make Things Easy For Your Spouse When You Pass Away 11:41 Outright to Surviving Spouse 14:30 Leave Estate in Trust for Spouse 20:03 Who Will Be the Trustee of Spousal Trust? 21:45 Income Beneficiary of Spousal Trust 25:06 How Can Spouse Use the Principal of Spousal Trust? 29:45 Combo of Outright and In Trust 31:35 Spouse as Executor and Trustee 32:15 Organize Estate Asset Information 33:17 Federal Estate Tax 34:25 Personal Items and Vehicles Outright to Spouse... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/three-ways-to-leave-your-estate-for-your-spouse/?feed_id=40083&_unique_id=6374d07bd4c56 #Inflation #Retirement #GoldIRA #We