Читать книгу The Living Trust Advisor - Condon Jeffrey L. - Страница 19
The First Quarter
Establishing Your Living Trust
CHAPTER 3
Do You Really Need a Living Trust?
Or, Don’t Let Someone Sell You Something You Don’t Need
In Summary
ОглавлениеAll of this brings me back to my main tenet about whether you need a Living Trust.
Again, if you have real estate, use a Living Trust to transfer it to your beneficiaries after you die, as well as your bank and brokerage assets.
If you don’t have real estate, you can use joint ownership or ATF accounts to transfer your assets to your beneficiaries without a Living Trust. However, you must be advised that the assets you place in joint ownership with your beneficiary will be subject to your beneficiary’s problems and risks of loss.
To avoid ending up as a cautionary tale of what not to do, I still advise you to use a Living Trust for the after-death transfer of your assets to your beneficiaries.
