# @sirmoneymoves on Instagram

- **Type:** Video
- **Original URL:** https://www.instagram.com/p/DSDQhJCjPli
- **Gondola URL:** https://gondola.cc/posts/37743588-sirmoneymoves-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/d1a05f13bc.jpg
- **Posted:** 2025-12-09T17:22:25.000+00:00
- **Account Owner:** Jemayne Williams - Finance | Life Insurance | Investing (@sirmoneymoves) — https://gondola.cc/sirmoneymoves

## Caption

Putting your home in a living trust is a smart move to avoid probate and ensure your family receives a step-up in basis. 

One important tip: keep the original homeowner or mortgage holder as the primary beneficiary, with the child as the successor beneficiary. 

This setup helps prevent any lender concerns about the due-on-sale clause. 

This way, your estate plan stays seamless and secure. 

Comment "Trust" to receive my Living Trust Guide and get access to my Living Trust training!

Follow for more financial insights.

#LivingTrust #EstatePlanning  #RealEstate  #WealthManagement #LegacyPlanning

## Stats

- **Views:** 457
- **Likes:** 87
- **Shares:** 0
- **Comments:** 1

## Tags

livingtrust, realestate, legacyplanning, wealthmanagement, estateplanning

---
Copyright (c) Gondola