Channel Title: Tree of Life Law Firm Channel Description: Hi, attorney Edmund Yan here. On this channel, I share truths about estate planning from a biblical perspective. As an attorney, I help my clients leave a meaningful inheritance. Because of my dedication to my clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. I say this not to boast, but to give you peace of mind that I know what I'm talking about...because many of you think I'm still in college... I can't wait to share how to apply God's word in your estate plan so you can glorify Him with what he's blessed you with. _________________ Legal Disclaimer: The information (1) is not legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and is considered attorney advertising. Use at your own risk. <video> Can a Living Trust Hold Real Property in Joint Tenancy? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Can a Living Trust Hold Real Property in Joint Tenancy? // If you’re a homeowner thinking about estate planning, you may have wondered: "Can my living trust hold my real property in joint tenancy?" Maybe you and your spouse own your home as joint tenants and you’ve been told that joint tenancy avoids probate. Sounds good, right? But here’s the problem: joint tenancy can create legal and financial headaches down the road that a living trust is designed to avoid. In this video, estate planning lawyer Edmund Yan will not only answer whether a living trust can hold real property in joint tenancy (spoiler alert: it usually doesn’t make sense to do so), but I’ll also share practical, actionable advice on how to hold title to your property in a way that aligns with your estate planning goals. By the end, you’ll know how to protect your loved ones, avoid costly mistakes, and keep your estate out of court and in your family’s hands. Let’s dive in. #TreeOfLifeLawFirm #JointTenancy #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:07 - Watch the Free Living Trust Class 01:24 - The Problem with Joint Tenancy 02:06 - 1. It bypasses your estate plan. 03:59 - 2. It can create tax problems. 05:05 - 3. It’s risky in second marriages or blended families. 08:33 - 4. It doesn’t protect against incapacity. 09:14 - What Happens When You Transfer Joint Tenancy Property into a Living Trust? 11:15 - Watch out for property tax reassessment! 13:42 - How to Transfer Joint Tenancy Property into a Living Trust 13:50 - 1. Work with an experienced estate planning attorney. 16:57 - 2. Review the type of deed used for the transfer. 17:11 - 3. Consider the mortgage lender’s requirements. 17:56 - 4. Update your homeowners insurance. 18:08 - Why a Living Trust Is a Better Option Than Joint Tenancy 20:26 - A Real-Life Example 23:02 - What Should You Do Next? 23:27 - Watch the Free Living Trust Class 25:29 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Should You Put Your Car Into Your Living Trust? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Should You Put Your Car Into Your Living Trust? // Creating a living trust is a smart way to protect your family and avoid probate. However, if your car isn’t included in the trust, your loved ones might still face legal hassles to transfer its title. This can lead to unnecessary stress, costs, and delays. Including your car in your living trust can prevent these headaches, but it’s not always as simple as it seems. In this video, estate planning lawyer Edmund Yan will break it down step by step so you can make an informed decision. #TreeOfLifeLawFirm #CarInTrust #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:00 - Why People Avoid Putting Their Cars in a Living Trust 02:05 - The Benefits of Putting Your Car in Your Living Trust 04:35 - How to Transfer Your Car Into Your Living Trust 04:42 - 1. Check State Laws 05:29 - 2. Contact Your DMV 05:44 - 3. Update the Title 06:06 - 4. Insurance Updates 06:15 - 5. Keep Records 06:26 - When It Might Not Be Necessary 07:52 - Practical Tips for Estate Planning with Vehicles 09:34 - Conclusion: Is It Right for You? 09:55 - Watch the Free Living Trust Class 10:26 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Do You Need to Re-Notarize Your Living Trust After Selling and Buying a Home? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Do You Need to Re-Notarize Your Living Trust After Selling and Buying a Home? // You may have sold your home and purchased your dream house—congratulations! But now you’re wondering: what does this mean for your living trust? After all, the trust was created to protect your assets and make life easier for your loved ones. Does buying a new home mean you need to go through the hassle of re-notarizing the trust every time? It’s a common question that leaves many homeowners confused and worried about making costly mistakes. Here’s the good news: You don’t necessarily need to re-notarize your living trust each time you sell and buy a home, but there are crucial steps you do need to take to ensure your trust remains valid and effective. In this video, estate planning lawyer Edmund Yan will walk you through everything you need to know about keeping your trust updated, avoiding legal headaches, and ensuring your loved ones are protected. Let’s break it down in plain English. #TreeOfLifeLawFirm #LivingTrust #EstatePlanningTips ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:12 - Watch the Free Living Trust Class 01:26 - What Happens When You Sell Your Home? 03:23 - Do You Need to Re-Notarize Your Trust? 04:22 - How to Add Your New Home to Your Living Trust 06:44 - Pro Tip: Double-Check Your Mortgage 07:37 - What Happens If You Forget to Transfer Your New Home into the Trust? 07:57 - Avoiding Common Pitfalls 09:21 - Practical Tips to Stay on Top of Your Estate Plan 09:47 - Watch the Free Living Trust Class 10:40 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> What’s the Best Deed to Transfer Real Estate into a Revocable Living Trust? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com What’s the Best Deed to Transfer Real Estate into a Revocable Living Trust? // Creating a revocable living trust is one of the smartest steps you can take to protect your family and your assets. But here’s a common problem: many people set up their trust and then forget a crucial step—transferring their real estate into it. Without this step, your property might still end up in probate, defeating one of the primary goals of your estate plan. What’s even more important is the way you transfer your property. The type of deed you use can affect everything from ownership rights to future taxes, and even title insurance. Getting this wrong could create headaches for you or your loved ones down the line, which is why understanding your options is essential. In this video, estate planning lawyer Edmund Yan will guide you through the process step-by-step, so you know exactly which deed to use, why it matters, and how to make sure your trust works the way it’s supposed to. By the end, you’ll have a clear plan to safeguard your property—and your family’s future. #TreeOfLifeLawFirm #PropertyTransfer #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:23 - Why Transferring Real Estate Is Critical 02:18 - What’s a Deed, and Why Does It Matter? 03:00 - The Three Common Types of Deeds 03:07 - 1. Quitclaim Deed 03:57 - 2. Warranty Deed 04:29 - 3. Grant Deed 04:52 - The Best Deed for Your Revocable Living Trust 08:15 - How to Transfer Real Estate into Your Trust (Step-by-Step) 08:35 - 1. Review the Title 09:09 - 2. Prepare the Deed 09:24 - 3. Sign the Deed 09:34 - 4. Record the Deed 09:44 - 5. Update Insurance Policies 09:55 - Common Mistakes to Avoid 11:14 - Why Professional Help Matters 12:04 - Protect Your Legacy with the Right Deed 12:33 - Watch the Free Living Trust Class 12:45 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Medi-Cal vs Medicare: Protect Your Health and Your Legacy Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Medi-Cal vs Medicare: Protect Your Health and Your Legacy // Many people are confused about Medi-Cal and Medicare—two programs that play a critical role in healthcare and estate planning. The confusion can lead to missed opportunities, unnecessary costs, or even the loss of assets like your home. If you’ve ever wondered how these programs work, which one applies to you, or how they impact your estate, you’re not alone. In this video, estate planning lawyer Edmund Yan will break it all down for you and by the end, you’ll understand how to make these programs work for you, protect your family’s financial future, and avoid common pitfalls. #TreeOfLifeLawFirm #Medi-CalVsMedicare #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:27 - Medi-Cal vs Medicare: What Are They? 01:32 - What is Medi-Cal? 02:10 - What is Medicare? 04:56 - Why This Matters for Estate Planning 07:32 - What You Can Do to Protect Your Assets 07:44 - 1. Plan Ahead 10:15 - 2. Use a Medi-Cal Protection Trust 10:55 - 3. Consider Long-Term Care Insurance 12:45 - Practical Tips to Get Started 14:10 - Taking Control of Your Future 14:26 - Watch the Free Living Trust Class 14:58 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> How Long Does It Take to Create a Living Trust? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com How Long Does It Take to Create a Living Trust? // If you're like most people, you know you need a living trust, but you might feel overwhelmed. How long will it take? How much of your time will it consume? Maybe you've heard horror stories of endless paperwork, confusing legal jargon, and months of back-and-forth with attorneys. The process might seem so daunting that you keep putting it off. The truth? Creating a living trust doesn't need to be a headache or a time-sink. In this video, estate planning lawyer Edmund Yan will walk you through exactly how long it really takes to set up a living trust, what affects the timeline, and how you can speed up the process while doing it right. #TreeOfLifeLawFirm #CreatingALivingTrust #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:05 - How Long Does It Typically Take to Create a Living Trust? 01:24 - It can take a few days or a week. 03:39 - It can take a 4-6 weeks. 05:23 - It can take a few months. 07:55 - It can take over a year. 08:54 - Step-by-Step Timeline for Creating a Living Trust 09:12 - 1. Initial Consultation: 30 Minutes 10:16 - 2. Gathering Information and Documents: 1 Week 11:44 - 3. Design Meeting 12:58 - 4. Drafting the Trust Documents: 2-3 weeks 15:09 - 5. Reviewing Meeting 16:04 - 6. Review the Documents and Make Changes (1-3 weeks) 16:39 - 7. Sign the Documents 17:44 - 8. Funding the Trust: 1-4 Weeks 18:55 - What Can Affect the Timeline? 20:40 - How to Speed Up the Process 22:24 - Why Waiting Can Cost You 24:59 - Creating Your Living Trust Is Faster Than You Think 25:26 - Watch the Free Living Trust Class 25:43 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> When Should You Update Your Revocable Living Trust? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com When Should You Update Your Revocable Living Trust? // You might be wondering, when do I need to update my revocable living trust? If your trust isn’t updated, it might not reflect your current wishes, leaving your family with confusion, frustration, or even disputes after you're gone. Life moves fast. One day you’re celebrating a new baby, and the next, you’re navigating a major career change. Amid all these milestones, it’s easy to forget about your revocable living trust. In this video, estate planning lawyer Edmund Yan will help you understand exactly when you need to update your revocable living trust. With practical tips and insights, you’ll walk away knowing how to keep your plan as current as your life. #TreeOfLifeLawFirm #LivingTrustUpdates #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:15 - Watch the Free Living Trust Class 02:26 - 12 Reasons to Update Your Revocable Living Trust 02:32 - 1. Major Family Changes 03:36 - 2. Changes in Financial Situation 04:36 - 3. Tax Law Changes 07:07 - 4. Relocation to Another State 08:12 - 5. Changes in Trustees or Agents 09:45 - 6. Health Changes 11:01 - 7. Changes in Beneficiary Circumstances 11:42 - 8. Business Changes 12:46 - 9. Outdated or Missing Provisions 13:54 - 10. Charitable Intentions 14:29 - 11. Marriage of a Beneficiary 16:50 - 12. You Haven’t Looked at It in Years 17:11 - How to Update Your Revocable Living Trust 20:24 - Frequently Asked Questions 21:11 - Watch the Free Living Trust Class 21:21 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Does Creating a Living Trust Save You Taxes? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Does Creating a Living Trust Save You Taxes? // If you’re wondering whether creating a living trust can save you taxes, you’re not alone. Many people are looking for ways to protect their hard-earned assets, avoid unnecessary expenses, and ensure their loved ones are cared for. You might have heard that living trusts are a magic solution to all your financial and estate planning woes, but is that true when it comes to taxes? In this video, estate planning lawyer Edmund Yan will break it all down for you, so you’ll walk away with clarity and confidence in how a living trust fits into your estate planning strategy. #TreeOfLifeLawFirm #TrustAndTaxes #TaxTips #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 00:57 - When a Living Trust Does NOT Save You Taxes 04:15 - When a Living Trust CAN Help with Taxes 08:53 - Watch the Free Living Trust Class 09:47 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> How to Protect Your Home from Medi-Cal and Medicaid Recovery Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com How to Protect Your Home from Medi-Cal and Medicaid Recovery // How do you protect your home from Medi-Cal and Medicaid Recovery? You’ve worked hard to pay off your home, and you’ve always envisioned leaving it to your family. But did you know that if you or a loved one receives long-term care through Medi-Cal or Medicaid, the government could recover costs from your estate after you pass? For families relying on these programs, the lack of planning can lead to the heartbreaking loss of their home. The good news is, this doesn’t have to happen. In this video, estate planning lawyer Edmund Yan will show you practical strategies to protect your home and leave a lasting legacy for your family, whether you’re dealing with California’s Medi-Cal Recovery or navigating more complex Medicaid Recovery rules in other states. #TreeOfLifeLawFirm #MediCal #Medicaid #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:17 - How Medi-Cal and Medicaid Recovery Work 01:24 - Medi-Cal Recovery (California) 04:49 - Medicaid Recovery (Outside California) 05:50 - Protecting Your Home from Medi-Cal Recovery 05:58 - 1. Revocable Living Trust 06:27 - 2. Transfer-on-Death (TOD) Deed 06:48 - 3. Joint Tenancy 09:03 - Protecting Your Home from Medicaid Recovery 09:14 - 1. Medicaid Asset Protection Trust (MAPT) 10:08 - 2. Life Estate Deeds 11:01 - 3. Spousal Protections 11:23 - General Strategies to Consider 13:20 - Act Now to Protect Your Home 14:25 - Watch the Free Living Trust Class 15:24 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> How to Make a Living Trust Without a Lawyer in 2025 Description: LawDepot*: https://www.lawdepot.com/contracts/living-trust/?pid=pg-5VER2LOZL3-living-trusttextlink&loc=US 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com How to Make a Living Trust Without a Lawyer in 2025 // Do you want to make your own living trust because you’re worried about what will happen to your assets or loved ones if something happens to you, but you don’t want to spend the money to hire an attorney to do it? Here’s the good news: creating a living trust without a lawyer is possible, and today, I’ll show you exactly how to do it, step by step. In this video, estate planning lawyer Edmund Yan will help you not only understand what a living trust is but also how to set one up on your own. Let’s eliminate the confusion and empower you to protect your family and assets—without draining your savings. #TreeOfLifeLawFirm #DIYTrust #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:08 - Watch the Free Living Trust Class 01:22 - What Is a Living Trust 01:57 - Why Do You Need One? 03:23 - Step 1: Know If a Living Trust Is Right for You 18:21 - Step 2: Gather Your Information and Assets 18:23 - Step 3: Decide on the Type of Trust 18:43 - Step 4: Create the Trust Document 18:46 - Step 5: Fund the Trust 19:16 - Step 6: Keep It Updated 19:20 - Common Mistakes to Avoid 19:46 - When to Consider Professional Help 20:24 - Watch the Free Living Trust Class 20:33 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. *LawDepot Affiliate Disclaimer: We are a participant in the LawDepot Affiliate Program. If you decide to use LawDepot after the 7-day free trial, we earn a commission from any fees you pay to LawDepot. </video> <video> Can You Make a Living Trust Without Your Spouse? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Can You Make a Living Trust Without Your Spouse? // When it comes to estate planning, marriage can bring unique challenges, especially when you and your spouse have different financial goals or priorities. You might wonder, "Can I create a living trust on my own without involving my spouse?" The short answer is yes, you can. But just because you can doesn’t always mean you should. Making a living trust without your spouse can have unintended consequences—not just legally but relationally as well. In this video, estate planning lawyer Edmund Yan will walk you through what’s possible, what’s at stake, and how to approach this decision wisely, whether you’re looking to safeguard personal assets, ensure privacy, or secure an inheritance for your children. By end of this video, you’ll have a clear understanding of how solo living trusts work, the potential risks, and whether this path aligns with your goals. #TreeOfLifeLawFirm #SoloLivingTrust #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:31 - Yes, You Can Make a Living Trust Without Your Spouse 04:18 - The Risks of Leaving Your Spouse Out of the Process 06:50 - How to Create a Solo Living Trust 07:00 - 1. Determine What Assets to Include 07:45 - 2. Hire an Experienced Estate Planning Attorney 08:18 - 3. Choose a Trustee and Successor Trustee 08:44 - 4. Define Beneficiaries 09:00 - 5. Be Transparent (When Possible) 09:24 - 6. Review and Update Your Trust 09:33 - When It’s Better to Work Together 10:41 - FAQs About Living Trusts Without Your Spouse 11:38 - Watch the Free Living Trust Class 12:01 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> What Assets to Put (and NOT Put) in a Living Trust Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com What Assets to Put (and NOT Put) in a Living Trust // If you’re learning how to protect your assets and avoid probate, you might already know a living trust is a powerful tool. But what exactly should you put in it? You’re not alone if you’ve asked yourself this question. I’ve worked with over a thousand clients as an estate planning attorney, and many of them get stuck here. You might be worried that missing the right assets could undo all the work of setting up your trust. Or worse, you could leave your loved ones tangled in a costly probate process you were trying to avoid in the first place. In this video, estate planning lawyer Edmund Yan will break it all down clearly: what assets you should put into your trust, what you shouldn’t, and the practical steps to make sure your trust works the way it’s supposed to. #TreeOfLifeLawFirm #FundingATrust #LivingTrust #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:05 - Why Does It Matter What You Put in Your Living Trust? 03:38 - What Assets Should Go Into Your Living Trust? 05:07 - 1. Real Estate 05:52 - 2. Bank Accounts 07:53 - 3. Investment Accounts 08:17 - 4. Personal Property 09:17 - 5. Business Interests 11:02 - 6. Life Insurance Policies 11:42 - 7. Retirement Accounts (With Caution) 12:17 - 8. Digital Assets 12:42 - What Should NOT Go Into Your Living Trust? 15:02 - The Biggest Mistake People Make 16:04 - Watch the Free Living Trust Class 16:20 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Do You Lose Control of Your Assets in a Living Trust? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Do You Lose Control of Your Assets in a Living Trust? // “Do I lose control of my assets the moment I create my living trust?” I get that question a lot. It’s a question that stops people from setting up a living trust. You’re not alone. In this video, estate planning lawyer Edmund Yan will answer this question, unpack how living trusts works so you can leave feeling confident about making informed decisions to protect your family’s future. #TreeOfLifeLawFirm #AssetsInATrust #TrustsExplained #LivingTrust #EstatePlanningTips ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 00:45 - Do You Lose Control of Your Assets? 04:57 - Common Misconceptions About Living Trusts 05:02 - Myth 1: “The successor trustee takes over immediately.” 05:28 - Myth 2: “I can’t sell my home.” 05:57 - Myth 3: “I can’t refinance my home.” 06:15 - Myth 4: “I can’t spend my money.” 06:49 - Practical Tips to Retain Control While Benefiting from a Trust 11:30 - Watch the Free Living Trust Class 12:15 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Mom Passed Away, and We’re Both on the Deed: How to Avoid Probate and Protect the Home Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Mom Passed Away, and We’re Both on the Deed: How to Avoid Probate and Protect the Home // One question I recently received on YouTube was: “My mother and I are on the deed; however, my mother recently passed away. Would I need to take additional steps to place the home in a trust to avoid probate?” The answer depends on a few factors, and understanding what to do next is critical to protecting your family home and ensuring it doesn’t end up tangled in the probate process. In this video, estate planning lawyer Edmund Yan will walk you through what happens to the property after your parent’s passing, the steps to transfer it into a trust, and how to avoid probate altogether. His goal is to help you make this process as simple and stress-free as possible. #TreeOfLifeLawFirm #AvoidProbate #InheritedProperty #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:11 - Watch the Free Living Trust Class 02:49 - Step 1: Determine How You Held Title to the Property 07:52 - Step 2: Obtain a Certified Death Certificate 08:35 - Step 3: File an Affidavit of Death 10:28 - Step 4: Decide If a Trust Is Necessary 12:28 - Step 5: Transfer the Property Into a Trust 12:52 - What If the Property Needs to Go Through Probate? 14:28 - Common Pitfalls to Avoid 18:33- Protect Your Home Before It’s Too Late! 18:39 - Watch the Free Living Trust Class 18:50 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video> <video> Retirement Account Beneficiaries vs Living Trust Beneficiaries: Do They Need to Match? Description: 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐫𝐞𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐂𝐥𝐚𝐬𝐬: http://www.FreeTrustClass.com Retirement Account Beneficiaries vs Living Trust Beneficiaries: Do They Need to Match? // I received this question recently: “I have beneficiaries assigned to my retirement accounts. Do the beneficiaries in my trust need to match those on my retirement accounts, and which takes precedence?” Many of us have heard this story before. Someone’s hard-earned retirement savings didn’t go to their intended heirs because their trust and retirement account beneficiaries didn’t match. Now you’re wondering: Should my trust beneficiaries match the beneficiaries on my retirement accounts? What happens if they don’t? In this video, estate planning lawyer Edmund Yan will help you understand how to coordinate your retirement accounts with your trust so your loved ones are protected, and your wishes are honored. #TreeOfLifeLawFirm #RetirementAccounts #BeneficiaryTips #EstatePlanning ____________________ ✝️ (𝐅𝐫𝐞𝐞 𝐂𝐥𝐚𝐬𝐬) 𝐇𝐨𝐰 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭 𝐖𝐈𝐓𝐇𝐎𝐔𝐓 𝐇𝐢𝐫𝐢𝐧𝐠 𝐀 𝐋𝐚𝐰𝐲𝐞𝐫: http://www.FreeTrustClass.com ____________________ 00:00 - Intro 01:32 - Watch the Free Living Trust Class 02:09 - Common estate planning mistakes 03:47 - What Happens if the Beneficiaries Don’t Match? 04:25 - Should the Beneficiaries Match? 07:01 - When Beneficiaries Should Match 08:39 - Practical Tips for Coordinating Beneficiaries 11:40 - Watch the Free Living Trust Class 13:07 - Prayer ____________________ Tree of Life Law Firm (408) 412-1913 https://www.treeoflife.legal 🛑 𝐃𝐎 𝐍𝐎𝐓 𝐂𝐀𝐋𝐋 𝐔𝐒 𝐅𝐎𝐑 𝐅𝐑𝐄𝐄 𝐋𝐄𝐆𝐀𝐋 𝐀𝐃𝐕𝐈𝐂𝐄. 𝐖𝐞 𝐝𝐨 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐟𝐫𝐞𝐞 𝐥𝐞𝐠𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐎𝐧𝐥𝐲 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 𝐮𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐢𝐫𝐞 𝐮𝐬 𝐚𝐬 𝐲𝐨𝐮𝐫 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲. Attorney Edmund Yan is on a mission to empower you and every homeowner in America (regardless of your budget) to make your own trust that actually works and actually protects your house and family from probate court. Join Edmund in this free class as he reveals secrets that other lawyers don't want you to know... because after watching this class, many of you will be able to do it yourself without dipping into your savings to hire a lawyer to do it. Due to Edmund's demanding schedule, this free class is for a limited-time only, so click the link below to watch now before this class is no longer offered: http://www.FreeTrustClass.com ____________________ About Attorney Edmund Yan: Hi, Edmund here. I’ve helped hundreds of clients design a meaningful future and leave a legacy of love. Because of my dedication to my clients, I’ve received many humbling awards, including: 🏆 Awarded 10 Best Estate Planning Attorney (AIOLC) 🏆 Clients' Choice Award (Avvo) 🏆 Voted in the top 2.5% of estate planning attorneys under 40 years old for 7 straight years (Super Lawyers Rising Star) Thanks for watching! If you enjoyed this video and want to see more like it, be sure to hit that subscribe button and turn on notifications so you never miss a new upload. ____________________ Legal Disclaimer: The information in this YouTube video (1) is not, nor is it intended to be, legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and may be considered ATTORNEY ADVERTISING. We do not warrant that this information is complete or accurate, and we encourage you to do your own legal research or hire an attorney to ensure your legal questions are answered. We do not guarantee that you and your family will avoid probate court. Results vary depending on your own ability to make your living trust and other estate planning documents correctly. Watching this video, leaving a comment, or communicating with Edmund Yan or Tree of Life Law Firm by email or over the Internet does not create any attorney-client relationship unless an attorney-client agreement is signed. Edmund Yan is licensed in California and New York only. Prior results do not guarantee a similar outcome. If you have legal questions specific to your unique situation, you should speak to an attorney in your state. </video>

Contacts and Links

Description

Hi, attorney Edmund Yan here. On this channel, I share truths about estate planning from a biblical perspective. As an attorney, I help my clients leave a meaningful inheritance. Because of my dedication to my clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. I say this not to boast, but to give you peace of mind that I know what I'm talking about...because many of you think I'm still in college...

I can't wait to share how to apply God's word in your estate plan so you can glorify Him with what he's blessed you with.
_________________
Legal Disclaimer: The information (1) is not legal advice; (2) does not create an attorney-client relationship between you and our law firm; (3) provides personal perspectives on legal news and developments; and (4) is provided solely for informational purposes and is considered attorney advertising. Use at your own risk.

Videos from channel