Your Will or Trust Likely Won't Work ....... But We Can Fix It

For certain clients, a Trust of some kind may be essential for a variety of reasons. However, many of them fall victim to one common mistake: “Once I sign my documents, everything is done, and I can live peacefully knowing that my affairs are in order.” Unfortunately, the truth is they are only a fraction of the way there. Whether planning with a Will that creates a Testamentary Trust or a Revocable “Living” Trust, it is extremely important that the client’s assets be funded. Otherwise, the plan will not work as they were told. A Trust Must Be Funded to Work For a Trust to work, it must be funded – that is, the assets have to actually be in the Trust or somehow associated with the Trust.

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