Ukuguquka Ubunini, Ukunika Amalungelo kunye nokuhlaziya Abaxhamli
Ukuze i- Revocable Living Trust isebenze ngokufanelekileyo, akwanele ukuba iTrustmaker isayine isivumelwano sesivumelwano. Emva kokuba isivumelwano sisayinwe, uMthemathiki kufuneka "ahlawule" impahla yakhe kwi-trust. Kukho iinkqubo ezintathu eziqhelekileyo ezimele zilandelwe ukuze zixhaswe ngokufanelekileyo kwi-Trust Living Revocable Living exhomekeke kuhlobo lwepropati exhaswa ngemali: ukutshintshwa kwesihloko / ubunikazi, ukunikezelwa kwamalungelo wobunikazi, okanye utshintsho lwabaxhamli.
1. Utshintsho lweSihloko / Ubunikazi
Kwizinto ezifana ne- akhawunti yebhanki ; engekho i-IRA kunye non-401 (k) ii-akhawunti zokutshala imali kunye ne-brokerage; amasheya kunye neebhondi ezigcinwe kwifomu yesitifiketi; kunye neentengiso , ezi ntlobo zeempahla zixhaswa kwi-Revocable Living Trust ngokutshintsha umnini we-asethi kwigama ngalinye lomnini-trustmaker egameni lethemba :
- Isihloko sangoku: "William Example"
- Isihloko esitsha: "UWilliam iSample kunye noJane Isampula, iiTrasti, okanye abaxhamli babo kwi-trust, phantsi kweWilliam Sample Living Trust, ngoJanuwari 1, 2009, kunye naziphi na izilungiso"
2. Isabelo soLungelo loLungelo
Iimpahla ezifana neziphumo zomntu ngaphandle kwesihloko esisemthethweni (ubucwebe, umsebenzi wezobugcisa, i-antiques kunye nezinto ezinjalo); imali efunekayo kuwe (iimali-mboleko zakho ozenzayo kunye nemali yokubuyisela imali oyibuyisele yona); iimbopheleleko, iikopi kunye neemvume. iintlobo ezithile zeoli, igesi kunye namalungelo amaminerari ; kunye nemibutho yokubambisana kunye nokubambisana kwamalungu kwiinkampani ezinobuncitshiswa, ezi ntlobo zeefa zixhaswa kwi-Trust Revocable Living Trust ngokunikezela ngamalungelo obunikazi kwigama lomntu weTrustmaker egameni lethemba :
- Isihloko sangoku: "William Example"
- Ulwimi lomsebenzi: "Mina, uWilliam iSample, ndabela zonke izilungelo zam, isihloko kunye nomdla kunye nakwiNqaku elithembekileyo leNgcaciso ngoJanuwari 31, 2008 kwisixa esinqununu sama-40,000 ngamawaka kunye no-William Sample njengomthengisi kunye noJohn Smith njengombolekayo, UWilliam iSample kunye noJane Isampula, iTrasti, okanye abaphumelelayo kwi-trust, phantsi kweWilliam Sample Living Trust, ngoJanuwari 1, 2009, kunye naziphi na izilungiso. "
- Isihloko esitsha: "UWilliam iSample kunye noJane Isampula, iiTrasti, okanye abaxhamli babo kwi-trust, phantsi kweWilliam Sample Living Trust, ngoJanuwari 1, 2009, kunye naziphi na izilungiso"
Kwizinto ezifana ne-inshorensi yobomi ; i-akhawunti yomhlalaphantsi , kuquka i-IRAs , 401 (k) kunye no-403 (b); ezithile zempesheni; kunye ne- Alds Accounts Accounts (HSAs) kunye neAccounts Savings Accounts (i-MSAs), ezi ntlawulo azikho phantsi kwegama lokuThengiswa kweMpilo eLawulayo. Kunoko, abaxhamli beprayimari kunye / okanye okwesibini kwezi ntlobo zeempahla batshintshelwe kwi-trust:
- Umxhamli wangoku: "UJane Isibonelo"
- Umxhamli omtsha : "UWilliam iSample kunye noJane Isampula, iiTrasti, okanye abaphumelelayo kwi-trust, phantsi kweWilliam Sample Living Trust, ngoJanuwari 1, 2009, kunye naziphi na izilungiso"