Preston Estate Planning Webinar - Replay
1:11:43
Preston Estate Planning Webinar - Replay
May 12, 2022
VimeoJ.M. Preston
You’ve named your successor trustee. You’ve signed your trust. You even signed a power of attorney. You’ve done everything you were told to do. But when your family shows up at the bank, they hear the one word they never expected: No. No access to your accounts. No authority to act. No way to pay the bills. And it’s not because your plan failed. It’s because your trust contains incapacity rules that don’t work in the real world. We’ve seen this happen again and again. The trust requires two doct
1:59
You’ve named your successor trustee. You’ve signed your trust. You even signed a power of attorney. You’ve done everything you were told to do. But when your family shows up at the bank, they hear the one word they never expected: No. No access to your accounts. No authority to act. No way to pay the bills. And it’s not because your plan failed. It’s because your trust contains incapacity rules that don’t work in the real world. We’ve seen this happen again and again. The trust requires two doct
93.4K views6 months ago
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Protect the ones you care about by ensuring your estate plan is up to to date and valid ⏰ | Preston Law
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Protect the ones you care about by ensuring your estate plan is up to to date and valid ⏰ | Preston Law
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FacebookPreston Law
You think you’ve done the right thing. You created a trust. You kept it simple. “Leave everything to the kids. If they’re gone, then to the grandkids.” But here’s the problem: that language, even though it seems right, often leads to your assets ending up somewhere you never intended. We recently met with two adult grandchildren. Their grandparents had set up a trust years ago, leaving everything to their one and only son. Simple enough. But when the son passed away, everything from the trust we
1:23
You think you’ve done the right thing. You created a trust. You kept it simple. “Leave everything to the kids. If they’re gone, then to the grandkids.” But here’s the problem: that language, even though it seems right, often leads to your assets ending up somewhere you never intended. We recently met with two adult grandchildren. Their grandparents had set up a trust years ago, leaving everything to their one and only son. Simple enough. But when the son passed away, everything from the trust we
22.9K views7 months ago
FacebookPreston Estate Planning, APLC
Most people believe that when someone passes away, all the capital gains are wiped out automatically. That’s the “step-up in basis” rule, and while it’s true in some cases, it can be completely undone by the terms of your trust. We call it the Capital Gains Tax Trap, and it’s buried inside thousands of trusts across California. It’s hard to spot. It doesn’t look like a “tax” clause. But when triggered, it can cost your heirs tens or even hundreds of thousands in capital gains taxes. We recently
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Most people believe that when someone passes away, all the capital gains are wiped out automatically. That’s the “step-up in basis” rule, and while it’s true in some cases, it can be completely undone by the terms of your trust. We call it the Capital Gains Tax Trap, and it’s buried inside thousands of trusts across California. It’s hard to spot. It doesn’t look like a “tax” clause. But when triggered, it can cost your heirs tens or even hundreds of thousands in capital gains taxes. We recently
313.9K views3 months ago
FacebookPreston Estate Planning, APLC
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Hey coaches, are you ready to take your coaching business to the next level? Our FREE webinar will teach you how I build a funnel in under an hour (and I'm not super tech savvy!) This is the opportunity you've been waiting for to transform your business and potentially your life. Sign up now and let's get started! | Preston Smiles
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