The Importance of Funding Your Estate Plan
Without proper funding, your estate plan won’t work. Why is that? Funding is retitling your assets or updating your named beneficiaries to achieve your intended result. If you have a living trust, that could mean you and your loved ones experience less burdens, your assets are distributed according to your wishes, and your estate avoids the probate process. Changing the title on assets such as bank or investment accounts to your trust as the owner, can make it easier during...
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