Living Trusts Part 2: Four Common Mistakes

What should you be careful of when creating a living trust?

In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to learn more about why a living trust is important before you tune into this episode about common mistakes.

Check out 5:33 to hear the tax implications of a living trust and how to avoid making tax mistakes with your living trust.

Click here to learn more about Haussmann Financial. 

This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.