The #1 Common Living Trust Mistake

Brian shares the #1 common mistake that he sees with Living Trusts, whether professionally prepared by an attorney or prepared by you. That big mistake? Failing to retitle all of your assets into the living trusts name. Why is this important? Doing so will avoid a large tax bill on the inheritance. In this video, Brian also shares a tax tip for annuities.

Looking for more tips on how to plan and live your incredible retirement? Start by reading Brian’s book Worry Free Retirement.

About Brian Fricke, CFP®
Brian L. Fricke is a Fee Only® Financial Planner, Author, Speaker and Incredible Retirement® Expert.