I have met with families that have done a great job preparing their estate. They have all of the documents completed including a family trust. They think they are done.
But a trust is WORTHLESS unless you fund the trust. What does this mean? You have to transfer the ownership of the assets into the trust’s name.
Not all assets should be transferred (qualified assets such as 401ks, IRAs, etc should not be transferred).
If you need help creating a full estate plan or just funding your trust, contact us today!Open modal