This episode is all about revocable living trust distribution considerations… or more specifically, some of the things to think about when planning for the distribution of your assets to the next generation (usually kids).

These are the revocable living trust distribution considerations we talk about:

1. How old are the beneficiaries?
2. How much control do you want them to have?
3. Any special needs?
4. Are you interested in legacy?
5. Can the make good decisions on their own (example IRA distribution decisions)…

And a bonus, number six, things to think about if you have a blended family.

Enjoy!

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We do estate planning and probate, and we are GOOD at it. 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. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Estate Planning – https://cmslawfirm.com/scheduleasession

Probate – https://pain-free-probate.com/contact

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 trust, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.