Joint vs Separate Living Trust: What’s Right for YOU episode artwork

EPISODE · Sep 23, 2025 · 45 MIN

Joint vs Separate Living Trust: What’s Right for YOU

from Savvy Estate Planning

Living Trust: How to set up! Should you consider separate Trusts in your Estate Plan, even though you’re married? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with a revocable living trust or to see what estate plan is right for you. Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers simplified administration and certain tax advantages, but separate trusts can offer greater flexibility, privacy, and more. Either way, having a joint or separate trust not tailored to your unique circumstances can result in bad consequences, including avoidable taxes, sticky administrative processes, and messy conflicts among beneficiaries. Join founder Jim Cunningham as he sorts through all the issues and talks through strategies you may never have considered! SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #estateplanning #livingtrust

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Joint vs Separate Living Trust: What’s Right for YOU

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This episode was published on September 23, 2025.

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