Setting Up a Revocable Living Trust To Buy I Bonds With Quicken Willmaker [Video]

Buy I Bonds In 2022? That’s what we’ve been doing, I-Bond fan & today I’ll be talking about setting up a revocable living trust to buy I-Bonds with Quicken Willmaker.

As many of you have requested, I’ll go through:

💡 What a revocable living trust is

💡 How I created a simple revocable living trust for my 9.62% I-Bonds with Quicken Willmaker

💡 What I needed to do with my trust document after it was notarized & official BTS

Setting up a revocable living trust with Quicken Willmaker & buying I-Bonds with a trust does not have to be super complicated, but there are certain caveats/ things you should look out for & carefully read through & understand.

So watch on if you’ve been wondering about Series I savings bonds, how to buy more I Bonds & specifically, how to buy I Bonds with a trust!

Do keep in mind that I am not a lawyer. For questions about your specific situation, be sure to consult your personal lawyer and/ or advisor.

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WATCH NEXT

💰 I-Bonds 9.62% Confirmed: How Much Could You Earn In The Next 12 – 18 Months: https://youtu.be/zwNtVNj-4P4

How To Buy An I Bond (step-by-step tutorial): https://youtu.be/adzmox__2zM
I-Bonds explained – what is an I-Bond? This video is a step-by-step tutorial on how to set up your TreasuryDirect account and buy your first I-Bond

💲 How To Buy More I Bonds (than the annual limit): https://youtu.be/bSoZJJypSAQ
This video covers i bonds for couples, i bonds for married couple, buying i bonds for a spouse, & gifting i bonds

I-Bond Gifting Tips, Restrictions & Limitations: https://youtu.be/2UBXXQUxJ4M

💰 I-Bond Beneficiary vs. Secondary Owner: https://youtu.be/510Y0D5hoVo

How To Buy I-Bonds For Kids (step-by-step tutorial):
https://youtu.be/YlE3Uxoeah4

💲 How To Buy I-Bonds For Business (step-by-step tutorial):
https://youtu.be/4f-ZIoiOFt0

I Bonds vs Tips: https://youtu.be/bIq8XXo4Vfo This video goes through what is an I bond, what are TIPs & how we’re using them to hedge against inflation

#jenniferlammer #diamondnestegg #ibonds
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❤ DISCLAIMERS ❤

Diamond NestEgg is a financial literacy, education & coaching company and Jennifer is a financial coach, licensed life insurance broker & student loan expert. We are not a bank, securities broker, legal, tax or financial advisor.

Everyone’s financial journey is different – we are not fully aware of your individual financial circumstances. All investing involves risk & past performance is not indicative of future returns. To see if we can help with your specific situation, please email me at [email protected] to schedule a consultation.

This video, the content on our social media channels & our website are for general educational, entertainment & informational purposes only and accurate as of the posting date.

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