A Trust Will Convert From Revocable to Irrevocable
Channel: Littlejohn Financial
Date: 2024-04-04

Have you checked to ensure your beneficiaries are up-to-date? Is your life insurance under the correct spouse? Should you consider gifting assets and cash, or allow heirs to inherit? Are your assets titled in the name of your trust? Do you need a trust, and how does it differ from a will? Is a Roth Conversion the right choice for me? What exactly is a backdoor Roth? Should I convert my home into a rental? Mistakes can be costly, so click the link below for tips, tricks, and everything in between.

FULL VIDEO:   https://youtu.be/YJ8A73IIIWE?si=89l7hL8MUxPIucb5

WEBSITE: www.littlejohnfs.com

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#shorts #trusts #financialpodcast 

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