FUNDING YOUR TRUST:
Do you still have assets to fund into your Living Trust?
Find out how to properly transfer those assets into the name of your Trust
As part of our commitment to help keep you informed on estate planning matters, we are hosting a Client Workshop on Funding Your Trust. If you have assets that you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded into your Trust.
We will discuss:
- How and Why to fund your trust
- Concerns about retirement account beneficiary designations and issues with Social Security trust accounts
- We will also answer your funding questions.
Seating is limited to 25 people and reservations are required.