EPISODE · Aug 28, 2025 · 19 MIN
What NOT to Put in Your Living Trust
Unlock the secrets to a solid estate plan. Learn what to avoid putting in your Living Trust for a secure, hassle-free future! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with a living trust, or expert estate planning attorney advice. Discover why life insurance policies and retirement accounts typically don't belong in a Living Trust. While these assets have their own beneficiary designations, placing them in a Living Trust can complicate matters. Keep in mind, estate planning depends on individual circumstances and laws may vary. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. 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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What NOT to Put in Your Living Trust
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