Number 1 Mistake People Make With A Trust Estate Plan

Failure to properly fund your trust is the biggest mistake you can make with a trust. Without proper funding your trust will not work the way that it should during your incapacity and after your death.


If you have a Trust-based Estate Plan and you haven't funded the trust...YOU MUST TALK TO AN ATTORNEY RIGHT NOT ABOUT GETTING YOUR TRUST FUNDED.

Funding is not fancy or difficult, but it can be time consuming. It's really just retitling your assets in the name of your trust. 

Different types of assets are funded in different ways...and it is very important that assets are retitled correctly.

To learn more feel free to schedule a complimentary Estate Planning Strategy Session here.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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