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The Benefits of a Funded Trust

The concept of “funding” a Trust involves transferring assets to the ownership of the trust. These assets include real property, financial accounts and other types of property. Fully funding a Trust ensures that you and your beneficiaries receive the most benefit out of the trust that has been created. The consequence of failing to “fund” […]

What Does it Mean to “Fund” a Trust?

When a Revocable Trust is established, the individual signing the trust must transfer assets to the newly created trust. The process of retitling assets to the Revocable Trust is known as “funding the trust”, or simply “funding”. While creating a Revocable Trust is an important first step in the estate planning process for many individuals […]

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