What goes in your trust? What stays out of your trust?
In this concise explanatory video, Jerry Taylor outlines which assets are appropriate to place into a revocable (or similar) trust and which are generally kept out. He lists assets that should be transferred or titled in the name of the trust—real estate, financial accounts, life‑insurance policies, personal property, mineral rights, businesses, LLCs, and partnerships—and notes common exclusions such as retirement accounts and most vehicles. He explains that assets can be moved into a trust either by retitling them directly in the trust’s name or by naming the trust as the beneficiary of the account or policy, and that businesses like LLCs can be assigned to the trust. Taylor emphasizes that the exact process varies by state and advises viewers to consult a professional, offering his own newsletter via a Linktree link for further guidance.
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