Kuchinja Kuita, Kupa Kodzero uye Kuvandudza Vatsigiri
Kuti ARevocable Living Trust aite zvakanaka, hazvina kukwana kuti Mutendiwe asayine chibvumirano chekuvimba. Mushure mekunge chibvumirano chave chisayinwe, MuTrustmaker anofanira "kufambisa" zvinhu zvake muTrust. Pane mitatu nzira yakawanda iyo inofanira kuteverwa kuitira kuti iwane mari yeRevocable Living Trust iyo inofanirwa nemhando yeimba inoshandiswa mari: kuchinja kwehutano / humwe, kupiwa kodzero yevhudzi, kana kuchinja kwevabatsiri.
1. Kuchinja kweGwaro / Mvumo
Nezvinhu zvakadai sebhangi dzebhangi ; kwete-IRA uye kwete-401 (k) kubhadhara uye kubhadhara maakaunti; masitokisi uye zvisungo zvakachengetwa mupepeti yemvumo; uye nharaunda , iyo mhando yezvinhu inoshandiswa mune reRevocable Living Trust nekushandura muridzi wenhaka kubva kune rimwe zita reTrustmaker muzita re trust:
- Nzvimbo Yemazuva Ano: "William Sample"
- Chinyorwa Chetsva: "William Sample naJane Sample, Vatongi, kana vatsigiri vavo mukutendwa, pasi peWilliam Sample Living Trust, yaJanuary 1, 2009, uye chero zvigadziriswa"
2. Basa reHovha
Nokuda kwezvinhu zvakadai semunhu pachake pasina mutemo wepamutemo (zvishongo, basa remifananidzo, antiques nezvimwe); mari yaunokwereta iwe (zvikwereti zvako zvawakaita uye zvikwereti zvawakatora zvakare); zvikwereti, kodzero dzekodzero uye kodzero; mamwe marudzi emafuta, gesi uye mineral rights ; uye kushamwaridzana nehutano uye nhengo dzekambani mumakambani asingakwanisi kubhadhara, aya marudzi emari inoshandiswa mune reRevocable Living Trust nekupa kodzero dzehuyo kubva kumunhu weTrustmaker muzita rekuvimba:
- Nzvimbo Yemazuva Ano: "William Sample"
- Mutauro Wekugovera: "ini, William Sample, ndakataurira zvose zvangu kodzero, zita uye kufarira mukati uye kune iyo imwe Chivimbiso cheDhipatimendi chaJanuary 31, 2008 mumutengo mukuru we $ 40,000 uye pakati paWilliam Sample semutengi uye John Smith semunhu akakwereta, kuna William Sample naJane Sample, Trustees, kana vatsigiri vavo mu trust, pasi peWilliam Sample Living Trust, yaJanuary 1, 2009, uye chero zvigadziriswa pairi. "
- Chinyorwa Chetsva: "William Sample naJane Sample, Vatongi, kana vatsigiri vavo mukutendwa, pasi peWilliam Sample Living Trust, yaJanuary 1, 2009, uye chero zvigadziriswa"
Kune zvinhu zvakadai semishuwarenzi yehupenyu ; mabhasiro ekurega , kusanganisira IRAs , 401 (k) s uye 403 (b) s; zvimwe zvipo zvepensheni; uye Health Maintenance Accounts (HSAs) uye Maintenance Savings Accounts (MSAs), zvinhu izvi hazvirevi kutumidzwa muzita reRevocable Living Trust. Pane kudaro, avo vekutanga uye / kana vechipiri vanobatsirwa nemhando idzi dzezvinhu zvakashandurwa ku trust:
- Mutsvaga iye zvino: "Jane Muenzaniso"
- Mubatsiri mutsva : "William Sample naJane Sample, Vatongi, kana vatsigiri vavo mu trust, pasi peWilliam Sample Living Trust, yaJanuary 1, 2009, uye chero zvigadziriswa"