Episode Details
Back to EpisodesFunding A Trust Means Putting Things Into That Trust
Published 2 years, 4 months ago
Description
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
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