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Financial Account Transfer to Living Trust Montana Form

Financial Account Transfer to Living Trust Montana Form

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today we're going to talk about transferring bank accounts into your living trust why it's important and how to do it hi I'm a state planning attorney Mike Smith with Smith Baird LLC and on one half of the estate planning guys [Music] a living trust I think of it as simply a bucket that you put your assets into so you drop your cash and other assets into the bucket and as long as you're alive and you're competent you're holding the handle to the bucket so you can take anything out of it that you want to you can put more things into it whatever you want to do and if you become incapacitated so for example if you had a stroke or if you develop Alzheimer's disease and you cannot make decisions for yourself anymore the person that you've selected will take over the handle to the trust and they'll manage the trust for your benefit by taking care of those assets that you put into the trust and they will be able to pay yo

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