trust funding, demystified
Losing a loved one is never easy. This step-by-step guide will help you understand what to do—and what not to do—in the days following a loved one’s passing.
Don’t leave your assets for your loved ones to untangle. Download our free guide: Trust Funding Demystified: 4 Steps to Funding Your Future
Failing to transfer your assets into your trust is like building a home, but not putting a roof on it. While having the estate plan in place seems like the end, it’s actually oftentimes just the beginning. The most important step is to fund your trust correctly, so that everything will be available for easy management.
You’ll learn:
The 4 key steps to funding your future
Why funding your trust is so important
The most common trust options, including Revocable, Irrevocable, and Charitable
Debunking the 9 myths of trust funding
Tips for organizing your documents, designations, and distributions
Gain access to this valuable resource! This guide will outline the proper way to fund your trust, debunk myths around the trust funding process, and formal steps you need to take, so you won’t risk mismanagement of your precious assets.
Gain Access to the Free Guide & Checklist
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