210 Trust Info ideas in 2025 | trust, jerry taylor, living trust

a man in a suit and glasses with the words so what happens to your family?

1.8K reactions · 378 shares | ✅ Find the trust’s tax ID and open a trust bank account to receive funds from the retirement account. ✅ The retirement account will send a 1099 statement to the trust. ✅ Your beneficiaries will get a “step up” in cost basis, so they won’t pay capital gains taxes on the growth of the retirement account. ✅ The trust must file its own income tax return. ✅ When money is distributed to beneficiaries, the trust will give them K-1 statements. For your home, if you plan to sell it and share the money with beneficiaries, the trust will sell the property. Again, they won’t owe capital gains taxes on the home’s appreciation. Make sure to choose a responsible Successor Trustee to manage everything for your beneficiaries. #trust #lifeinsurance #iul #investment #estate #estateplanning #financialliteracy #financialadvisors #lifeinsuranceagent #wealth | Marcus Egiebor

1.8K reactions · 378 shares | ✅ Find the trust’s tax ID and open a trust bank account to receive funds from the retirement account. ✅ The retirement account will send a 1099 statement to the trust. ✅ Your beneficiaries will get a “step up” in cost basis, so they won’t pay capital gains taxes on the growth of the retirement account. ✅ The trust must file its own income tax return. ✅ When money is distributed to beneficiaries, the trust will give them K-1 statements. For your home, if you plan to sell it and share the money with beneficiaries, the trust will sell the property. Again, they won’t owe capital gains taxes on the home’s appreciation. Make sure to choose a responsible Successor Trustee to manage everything for your beneficiaries. #trust #lifeinsurance #iul #investment #estate #

an advertisement with the words, no cars, houses, leases, and other things in your name

Organizing Important Papers

Estate Planning Checklist

16K views · 3.6K reactions | Follow and Comment “EIN” to get the FULL Walkthrough | Ini OluAlakija

an old man with white hair is looking at the camera and has a red sign above his head that says, if someone in your family dies

Person Name

Financial Advisors

Medical Professionals

10K views · 60 reactions | Jerry Taylor Law | Day your spouse or somebody else in your family is going to die. So save this video because I'm going to tell you the things you should do. If there's no medical professional present, call nine one one. To ensure that there is a proper pronouncement of death. After the pronouncement has been made, contact a funeral home to pick up the body. Notify your close family members, your spouse's employer. Once all that's been done, contact any life insurance provider or burial insurance provider. Then contact your attorney, CPA, and your financial adviser and schedule meetings with each of them. Contact the Social Security Agency to of motor vehicles. If you have accounts with a deceased person's name on there, begin the process of taking their name off of those accounts. If your spouse died without a will, you need to go to the courthouse and begin the process of intestate succession. If they had a will, then you need to see a lawyer about probating the will. If they had a trust, your estate planning lawyer can help you decide if any administration needs to be done.

10K views · 60 reactions | Jerry Taylor Law | Day your spouse or somebody else in your family is going to die. So save this video because I'm going to tell you the things you should do. If there's no medical professional present, call nine one one. To ensure that there is a proper pronouncement of death. After the pronouncement has been made, contact a funeral home to pick up the body. Notify your close family members, your spouse's employer. Once all that's been done, contact any life insurance provider or burial insurance provider. Then contact your attorney, CPA, and your financial adviser and schedule meetings with each of them. Contact the Social Security Agency to of motor vehicles. If you have accounts with a deceased person's name on there, begin the process of taking their name of

a man wearing glasses and a red hat is making a funny face with his nose

Irrevocable Trust

Financial Information

Legal Advice

Financial Advice

Financial Planning

63K views · 1.9K reactions | In or out | Jerry Taylor Law

a man sitting in front of a microphone with the caption you're building

How To Plan

4K views · 69 reactions | Generational wealth starts with a plan. Comment "guide," and we’ll DM you the link to 30 strategies to get you started! 👍 Ownership is everything: S Corp for operations, LLCs for investments, and your trust at the helm. 🚢 Ready to build and protect your financial empire? 💰 #ca #taxes #scorp #operations #llc #trust #finance #wealth | Mark J. Kohler

a woman talking on a cell phone while holding money in one hand and an electronic device in the other

Real Estate Investing

Business Owner

562 reactions · 34 shares | ✅ Business owners earn money in two ways: Passive Income and Active Income. ✅ Your trust should own a Passive Income Holding Company for real estate investments and an Active Income Holding Company for selling products or services. ✅ To keep things private, consider setting these up in Delaware, Nevada, New Mexico, or Wyoming. ✅ Each holding company should create its own operating company to manage its investments or business ventures, which helps protect you from legal issues related to each property or business. #family #trust #legacy #trustfundbaby #stock #estateplanning #estate #investment #lifeinsuranceagent #financialliteracy #financialadvisors #generationalwealth #generations #childrens #wealth #brokerage #inheritance #iul #indexeduniversallife #life #lifeinsurance #financialadvisors | Marcus Egiebor

562 reactions · 34 shares | ✅ Business owners earn money in two ways: Passive Income and Active Income. ✅ Your trust should own a Passive Income Holding Company for real estate investments and an Active Income Holding Company for selling products or services. ✅ To keep things private, consider setting these up in Delaware, Nevada, New Mexico, or Wyoming. ✅ Each holding company should create its own operating company to manage its investments or business ventures, which helps protect you from legal issues related to each property or business. #family #trust #legacy #trustfundbaby #stock #estateplanning #estate #investment #lifeinsuranceagent #financialliteracy #financialadvisors #generationalwealth #generations #childrens #wealth #brokerage #inheritance #iul #indexeduniversallife #li

two people are talking to each other while one person is holding a microphone in front of them

For Educational Purposes Only

Life Plan

Money Saver

1.7K views · 567 reactions | FOLLOW @LindaMoneyTips to increase your financial knowledge in saving, budgeting, investing and more. Protect your assets! Do your research….a living trust is just one option to explore. #generationalwealth #livingtrust #inheritance #estateplanning #assetprotection FOLLOW @lindamoneytips @lindamoneytips @lindamoneytips Disclaimer: My content is for educational purposes only, it is not legal or tax advice. Always consult the appropriate professional licensed in your state before making any decisions. I may earn affiliate commissions from any links mentioned. | Linda Bell

a man and woman talking to each other in front of a screen with the words don't put these aspects in your mouth

Money Savers

Financial Security

Debt Collection

10K views · 780 reactions | FOLLOW @LindaMoneyTips to increase your financial knowledge in saving, budgeting, investing and more. There are certain assets that should not go in to a Trust. Instead you should establish your Trust as the beneficiary of these assets. #livingtrust #estateplanning #beneficiaries #assetprotection #lifeinsurance @lindamoneytips @lindamoneytips Disclaimer: My content is for educational purposes only, it is not legal or tax advice. Always consult the appropriate professional licensed in your state before making any decisions. I may earn affiliate commissions from any links mentioned. | Linda Bell

a man sitting in front of a computer on top of a desk with the caption protect yourself from capital gains taxes

15K views · 1.2K reactions | 🚨 How the wealthy avoid capital gains tax 🤑: This isn’t about a 1031 exchange. When you sell a property for more than you bought it, that’s capital gains, and Uncle Sam wants his cut. 💸 • Own less than 2 years? You pay gains. • Own over 2 years? You’re capped at $250k (single) or $500k (married). • Investors? Can’t find a new property for a 1031 exchange within 45 days? You’re stuck… unless you know THIS strategy. Rich people use something called a Deferred Sales Trust (DST) to park their gains tax-free while they decide where to invest next—crypto, real estate, or loans. And when they withdraw, they schedule payments to minimize or avoid taxes altogether. 😱 Want to learn more about a DST? Drop ‘DST’ in the comments! 👇 #TaxStrategy #RealEstateInvesting #DeferredSalesTrust #WealthHacks #CapitalGainsTax | Minh Nguyen

15K views · 1.2K reactions | 🚨 How the wealthy avoid capital gains tax 🤑: This isn’t about a 1031 exchange. When you sell a property for more than you bought it, that’s capital gains, and Uncle Sam wants his cut. 💸 • Own less than 2 years? You pay gains. • Own over 2 years? You’re capped at $250k (single) or $500k (married). • Investors? Can’t find a new property for a 1031 exchange within 45 days? You’re stuck… unless you know THIS strategy. Rich people use something called a Deferred Sales Trust (DST) to park their gains tax-free while they decide where to invest next—crypto, real estate, or loans. And when they withdraw, they schedule payments to minimize or avoid taxes altogether. 😱 Want to learn more about a DST? Drop ‘DST’ in the comments! 👇 #TaxStrategy #RealEstateInvest

a man sitting in front of a tv screen with the words how to find out your trust

36K views · 5.5K reactions | Save this📌! Comment “Class” below and I’ll send you a FREE Tax and Investing Training 👇🏾👇🏾 After you set up your trust..DO NOT FORGET to FUND THE TRUST‼️ This is a costly mistake that most people make 🤦🏾‍♂️ Go follow @thereellawyer for more content | Carter Cofield, CPA