Funding A Trust Means Putting Things Into That Trust
Passing It On: Estate Planning for Families · Michael Pevney
January 12, 20243m 4s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Funding a trust means putting things into that trust. That might mean opening, titling, retitling, or making beneficiary, designations of financial accounts, like IRAs, 401(k), checking accounts, saving accounts and life insurance policies. It often means filing a new deed for real estate, placing it inside of the trust, and also signing a document, putting all of your personal property into that trust. #TrustFunding #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty