What to Know About Deed and Property Transfers in Estate Planning

In this episode of The Practical Planner, our hosts dive deep into the complexities of deed transfers. They discuss how to transfer properties into trusts, the importance of title searches and the common mistakes that can create headaches and legal issues down the line.

They also touch on navigating state-specific challenges and how to guide clients considering transferring property into a trust.

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For any questions, email us at practicalplanner@wealth.com.