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Using The Trust
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April 7, 2022 -- At What Age Can We Access Our Trust (2:05 )
Understanding the wrong way to use the trust.
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March 26, 2022 -- When Can You Collect on Your Trust (2:34 )
When you are allowed to ask for the on ledger and off ledger accounting of the social security trust.
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March 8, 2022 -- Does a Payment Coupon Come Out of the Trust (1:55 )
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March 8, 2022 -- How Do We Close on a Home Without Registering Your Home (7:12 )
How to be a trustee.
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March 8, 2022 -- How to Endorse Utility Bill Coupon (0:50 )
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March 8, 2022 -- Various 1099A Questions (6:53 )
How much longer can we use the 1099A forms within the year? Can we use the 1099online service? Can we claim the trust of the deceased loved one?
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March 8, 2022 -- When Can You Get a Leger Account of the trust (1:14 )
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February 27, 2022 -- How Much is in Your Trust - How to Find Out (6:08 )
Detailed instruction how to find the balance of the trust as a trustee
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February 27, 2022 -- How to Help Elderly Parents and Veterans (19:44 )
A woman shares her frustration with not being able to help elderly parents the way she wants and asks Chris for help with his processes to get the resources she needs. How to obtain the balance of the trust as a trustee.
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February 27, 2022 -- Using the Trust to Help Disabled Family Members (16:33 )
Chris details how family members can use the trust to care for a disabled family member. How to ask for an on ledger and off ledger accounting for the trust.
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