#476 | Buying a Property With a Trust is Simple IF Done Right! - Everything Estate Planning

All Episodes

#476 | Buying a Property With a Trust is Simple IF Done Right!

November 6, 2025 • 4 mins

#476 | Buying a Property With a Trust is Simple IF Done Right!

🏠 𝗞𝗲𝗲𝗽 𝗶𝘁 𝗦𝗶𝗺𝗽𝗹𝗲 - 𝗕𝘂𝘆𝗶𝗻𝗴 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗪𝗶𝘁𝗵 𝗮 𝗧𝗿𝘂𝘀𝘁? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗠𝗼𝘀𝘁 𝗣𝗲𝗼𝗽𝗹𝗲 𝗚𝗲𝘁 𝗪𝗿𝗼𝗻𝗴.

You set up your trust. Check. Now you're ready to buy that investment property or new home. Easy, right?

Not so fast.

𝗪𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗮 𝘀𝗶𝗺𝗽𝗹𝗲 𝘁𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗼𝗳𝘁𝗲𝗻 𝘁𝘂𝗿𝗻𝘀 𝗶𝗻𝘁𝗼 𝗮 𝗰𝗼𝘀𝘁𝗹𝘆 𝗻𝗶𝗴𝗵𝘁𝗺𝗮𝗿𝗲. I've seen clients face thousands in unexpected taxes, title disputes that drag on for months, and insurance companies that suddenly won't cover their property.

The problem? Three critical mistakes that happen during the purchase process. In our latest episode, we walk through exactly how to avoid these expensive pitfalls. Real examples from real clients who learned the hard way.

Because here's the truth: 𝘍𝘪𝘹𝘪𝘯𝘨 these issues after closing 𝘤𝘰𝘴𝘵𝘴 𝘮𝘶𝘤𝘩 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 𝘱𝘳𝘦𝘷𝘦𝘯𝘵𝘪𝘯𝘨 them upfront.

🛡️Ready to protect your investment the right way? Listen now and save yourself the headache (and money) later.

#EstatePlanning #TrustsAndWills #RealEstateLaw #PropertyPlanning #TrustFunding #LegacyPlanning #EverythingEstatePlanning #ZammittiLaw

We're here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊

If you want to talk more about anything estate planning, elder law or probate related:

https://zammittilaw.com

http://yourplanningattorney.com

We provide PEACE OF MIND to families through estate planning, elder

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Are You A Charlotte?

In 1997, actress Kristin Davis’ life was forever changed when she took on the role of Charlotte York in Sex and the City. As we watched Carrie, Samantha, Miranda and Charlotte navigate relationships in NYC, the show helped push once unacceptable conversation topics out of the shadows and altered the narrative around women and sex. We all saw ourselves in them as they searched for fulfillment in life, sex and friendships. Now, Kristin Davis wants to connect with you, the fans, and share untold stories and all the behind the scenes. Together, with Kristin and special guests, what will begin with Sex and the City will evolve into talks about themes that are still so relevant today. "Are you a Charlotte?" is much more than just rewatching this beloved show, it brings the past and the present together as we talk with heart, humor and of course some optimism.

.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}#476 | Buying a Property With a Trust is Simple IF Done Right!