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Do You Know How to Fund Your Living Trust?

  • Broadcast in Legal
BOTTLED BUSINESS SENSE SHOW

BOTTLED BUSINESS SENSE SHOW

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Whether property is funded into a trust is primarily a matter of intent. With every comprehensive estate plan you should include not only an “Assignment of Personal Property,” which explicitly states that all personal property is intended to be funded into the trust, but also instructions as to how all other types of estate assets should be transferred into your trust.

 

In this show, Bill and Rick discuss how each asset "type" is funded and what you should have prepared to ensure that end.

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