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Naming Your Trust as an Insured Party
Manage episode 479697480 series 2954717
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In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy.
Drawing from recent real-world events, including insurance complications following the Los Angeles County fires, Tammi highlights how failing to correctly list your trust can result in denied insurance claims and unnecessary financial loss and expands the conversation to include vehicles titled in the name of a trust.
Tune in to learn how small steps today can make a big difference in protecting your legacy tomorrow.
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Follow the podcast in Apple Podcasts or Spotify
https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621
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