Trust This with Joseph Seagle

Never Put These Assets Into Your Revocable Living Trust

6 min · 29. juni 2026
episode Never Put These Assets Into Your Revocable Living Trust cover

Beskrivelse

Did you know that simply creating a Revocable Living Trust does not guarantee you'll avoid probate? In this episode of Trust This, Florida Asset Protection Attorney Joe Seagle explains one of the biggest mistakes people make with estate planning: failing to properly fund their trust. Joe walks through which assets should typically be transferred into your trust, which assets may require special planning, and which assets should never be owned by your trust because of liability concerns. You'll learn about Florida homestead property, Lady Bird Deeds, Transfer on Death designations, LLC interests, land trusts, investment accounts, retirement accounts, life insurance, and why vehicles and boats should generally stay outside your Revocable Living Trust. Whether you're creating your first estate plan or reviewing an existing trust, this episode provides valuable guidance to help ensure your plan actually works when your family needs it most. 📧 Have a question you want answered on our next Ask Joe episode? Leave a comment below! 📬 Subscribe: Don’t miss out on future episodes of our Trust This podcast —subscribe now!       / @trustthistv   [https://www.youtube.com/channel/UC55sreYFpR_xqJlXfiVIwog]  📕 Unlock the power of land trusts to protect your assets and enhance your privacy with Land Trusts in Florida, 11th Edition by experts Mark Warda and Joe Seagle—get your copy now! https://mylandtrustee.com/book/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHR1dVFfb2xRbDc4ajRvbVRzTmwtOHRoQU5uZ3xBQ3Jtc0ttTS1VanA3c19SWVBJRW1YSkVQcjBiNmdCNFNoQnRSN2FCMTdZR2s3dW5uUjQyb1JlRHF5MnlrRGEtTFJLUmw2VU9fYm84cmVqcWd1emY4UjlYNFZhRV9mT2xBQ2x4Mzh5Zkw5UzBNcVcwSWhKYUtXcw&q=https%3A%2F%2Fmylandtrustee.com%2Fbook%2F&v=VLZ4biK8tJ8]  👋 Next Trust This Newsletter Alert: Stay tuned for more valuable tips and updates! https://trustthis.beehiiv.com/subscribe [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3NwZjYtM1MwbzM1TWtWSlF5aVlRR1FFMXJLZ3xBQ3Jtc0trTGpZS0UwdE05ZHdVOVU0Y3JFNkRFRkVmZmlSbG4xUWtydUlSLW5DeGlpUzh4TmszRVJSdThvbG0yeFgzZVp6c1l0X21tbmJwNzNtblh1d29SNXlwUTdoVm9IUmZSMF9jVGQwcGtLMXl6ZnFOWVVVYw&q=https%3A%2F%2Ftrustthis.beehiiv.com%2Fsubscribe&v=VLZ4biK8tJ8] Protect what matters most—reach out today to explore our asset protection services, including estate planning, land trust creation, and business structuring. Book a Free Discovery Call today! https://aspirelegal.com/contact/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm1USlpxTGtrMUNib0YzdWNOOEJVdDY5M0hEd3xBQ3Jtc0ttVXN0Sl9JOGZfRG13YUxVNmpDWVZZTUNPeG16YU0tY2FQczJnRDEtUjZFWVpSM2dGQU1WTW1Lck9EY2VWcmRGNUVyR1J3ZkRzeW5OdXRIcDRMMUhjLTlfV0VRODhLNmxBTEk3eEJmZHZjZWV5MjNKTQ&q=https%3A%2F%2Faspirelegal.com%2Fcontact%2F&v=VLZ4biK8tJ8]

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84 episoder

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Thinking about retiring overseas, purchasing property in another country, or obtaining a second passport? In this episode of Trust This, asset protection attorney Joe Seagle explains why an estate plan created in the United States may not automatically protect your assets once you cross international borders. From revocable living trusts and wills to LLCs and foreign property ownership, Joe discusses the legal and financial issues Americans should understand before relocating abroad. You'll also learn why coordinating your U.S. estate plan with professionals in your destination country is so important, how multiple wills can sometimes be used without creating unintended consequences, and when international planning strategies, including offshore trusts, may be worth exploring. If you're planning a life or investment beyond the United States, this episode offers practical insights to help you protect your assets and avoid costly mistakes. Be sure to listen to the full episode of Trust This with asset protection attorney Joe Seagle for more guidance on international estate planning and asset protection. 📧 Have a question you want answered on our next Ask Joe episode? Leave a comment below! 📬 Subscribe: Don’t miss out on future episodes of our Trust This podcast —subscribe now!   [https://www.youtube.com/channel/UC55sreYFpR_xqJlXfiVIwog] https://www.youtube.com/@TrustThisTV [https://www.youtube.com/@TrustThisTV]  📕 Unlock the power of land trusts to protect your assets and enhance your privacy with Land Trusts in Florida, 11th Edition by experts Mark Warda and Joe Seagle—get your copy now! https://mylandtrustee.com/book/ [https://mylandtrustee.com/book/]  👋 Next Trust This Newsletter Alert: Stay tuned for more valuable tips and updates! https://trustthis.beehiiv.com/subscribe [https://trustthis.beehiiv.com/subscribe] Protect what matters most—reach out today to explore our asset protection services, including estate planning, land trust creation, and business structuring. Book a Free Discovery Call today! https://aspirelegal.com/contact/ [https://aspirelegal.com/contact/]

I går6 min
episode Never Put These Assets Into Your Revocable Living Trust cover

Never Put These Assets Into Your Revocable Living Trust

Did you know that simply creating a Revocable Living Trust does not guarantee you'll avoid probate? In this episode of Trust This, Florida Asset Protection Attorney Joe Seagle explains one of the biggest mistakes people make with estate planning: failing to properly fund their trust. Joe walks through which assets should typically be transferred into your trust, which assets may require special planning, and which assets should never be owned by your trust because of liability concerns. You'll learn about Florida homestead property, Lady Bird Deeds, Transfer on Death designations, LLC interests, land trusts, investment accounts, retirement accounts, life insurance, and why vehicles and boats should generally stay outside your Revocable Living Trust. Whether you're creating your first estate plan or reviewing an existing trust, this episode provides valuable guidance to help ensure your plan actually works when your family needs it most. 📧 Have a question you want answered on our next Ask Joe episode? Leave a comment below! 📬 Subscribe: Don’t miss out on future episodes of our Trust This podcast —subscribe now!       / @trustthistv   [https://www.youtube.com/channel/UC55sreYFpR_xqJlXfiVIwog]  📕 Unlock the power of land trusts to protect your assets and enhance your privacy with Land Trusts in Florida, 11th Edition by experts Mark Warda and Joe Seagle—get your copy now! https://mylandtrustee.com/book/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHR1dVFfb2xRbDc4ajRvbVRzTmwtOHRoQU5uZ3xBQ3Jtc0ttTS1VanA3c19SWVBJRW1YSkVQcjBiNmdCNFNoQnRSN2FCMTdZR2s3dW5uUjQyb1JlRHF5MnlrRGEtTFJLUmw2VU9fYm84cmVqcWd1emY4UjlYNFZhRV9mT2xBQ2x4Mzh5Zkw5UzBNcVcwSWhKYUtXcw&q=https%3A%2F%2Fmylandtrustee.com%2Fbook%2F&v=VLZ4biK8tJ8]  👋 Next Trust This Newsletter Alert: Stay tuned for more valuable tips and updates! https://trustthis.beehiiv.com/subscribe [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3NwZjYtM1MwbzM1TWtWSlF5aVlRR1FFMXJLZ3xBQ3Jtc0trTGpZS0UwdE05ZHdVOVU0Y3JFNkRFRkVmZmlSbG4xUWtydUlSLW5DeGlpUzh4TmszRVJSdThvbG0yeFgzZVp6c1l0X21tbmJwNzNtblh1d29SNXlwUTdoVm9IUmZSMF9jVGQwcGtLMXl6ZnFOWVVVYw&q=https%3A%2F%2Ftrustthis.beehiiv.com%2Fsubscribe&v=VLZ4biK8tJ8] Protect what matters most—reach out today to explore our asset protection services, including estate planning, land trust creation, and business structuring. Book a Free Discovery Call today! https://aspirelegal.com/contact/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm1USlpxTGtrMUNib0YzdWNOOEJVdDY5M0hEd3xBQ3Jtc0ttVXN0Sl9JOGZfRG13YUxVNmpDWVZZTUNPeG16YU0tY2FQczJnRDEtUjZFWVpSM2dGQU1WTW1Lck9EY2VWcmRGNUVyR1J3ZkRzeW5OdXRIcDRMMUhjLTlfV0VRODhLNmxBTEk3eEJmZHZjZWV5MjNKTQ&q=https%3A%2F%2Faspirelegal.com%2Fcontact%2F&v=VLZ4biK8tJ8]

29. juni 20266 min
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Looking for a way to profit from real estate without managing rental properties, handling maintenance requests, or dealing with tenants? In this episode of Trust This, Attorney Joe Seagle explores the world of note investing and explains how investors can generate passive income by purchasing promissory notes and mortgages secured by real estate. He breaks down the fundamentals of evaluating note investments, finding opportunities, and minimizing risk by focusing on properly secured first-position mortgages. Joe also discusses how Florida Land Trusts can be used as Mortgage Holding Trusts to provide an additional layer of privacy for note investors. By holding mortgage notes within a land trust, investors can keep their names off public records while retaining control of their assets. Tune in to learn how these trusts work, the benefits they offer, and how professional loan servicing companies can make note investing even more hands-off. Listen to the full episode of Trust This with Attorney Joe Seagle to discover whether note investing could be a valuable addition to your real estate investment strategy. Have a question you want answered on our next Ask Joe episode? Leave a comment below! Subscribe: Don’t miss out on future episodes of our Trust This podcast —subscribe now! https://www.youtube.com/@TrustThisTV [https://www.youtube.com/@TrustThisTV]  Unlock the power of land trusts to protect your assets and enhance your privacy with Land Trusts in Florida, 11th Edition by experts Mark Warda and Joe Seagle—get your copy now! https://mylandtrustee.com/book/ [https://mylandtrustee.com/book/]  Next Trust This Newsletter Alert: Stay tuned for more valuable tips and updates! https://trustthis.beehiiv.com/subscribe [https://trustthis.beehiiv.com/subscribe] Protect what matters most—reach out today to explore our asset protection services, including estate planning, land trust creation, and business structuring. Book a Free Discovery Call today! https://aspirelegal.com/contact/ [https://aspirelegal.com/contact/]

18. juni 20266 min
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Are Florida Land Trusts compatible with a 1031 exchange? In many cases, yes—but maintaining tax-deferred treatment depends on understanding how the IRS applies the same-taxpayer rule and whether your trust structure is recognized as the same taxpayer throughout the transaction. In this episode of Trust This, Attorney Joe Seagle explores the relationship between Florida Land Trusts, 1031 exchanges, revocable trusts, irrevocable trusts, and Delaware Statutory Trusts (DSTs). He explains how the IRS evaluates different trust structures, why taxpayer classification matters, and how ownership changes between the sale and purchase of investment property can impact exchange eligibility. If you own rental property, investment real estate, or assets held in trusts and LLCs, this episode offers valuable guidance on avoiding common 1031 exchange pitfalls while maximizing asset protection and tax-deferral opportunities. Discover how trust-owned real estate is treated under IRS rules and what investors should consider before selling or exchanging a property. Download the Florida Land Trust 1031 Compatibility Guide to learn how different trust structures can affect your 1031 exchange strategy: https://aspirelegal.com/florida-land-trust-1031-compatibility-guide/ [https://aspirelegal.com/florida-land-trust-1031-compatibility-guide/] Looking to strengthen your asset protection plan? Contact Aspire Legal Solutions to learn more about Florida Land Trusts, estate planning, business structuring, and wealth preservation strategies. Schedule your complimentary Discovery Call today: https://aspirelegal.com/contact/ [https://aspirelegal.com/contact/]

11. juni 20263 min
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4. juni 20261 h 2 min