Funding Your Trust: The Step Estate Plans Often Miss
From Wise Counsel: Effective Financial and Estate Planning · 00:10:46
Show by Jay Franz
In episode 12, we examine why creating and signing a trust is only part of the estate planning process. The discussion explores what it means to properly fund a trust, why different types of assets may require different approaches, and how ownership and beneficiary designations need to coordinate with the overall estate plan. The episode also highlights why trust funding should be revisited as a client's financial life changes, and how financial advisors and other professionals can help identify new assets, ownership changes, and implementation gaps before they create problems. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: [email protected] Phone: (480) 383-1861
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- Trailer: Wise Counsel: Effective Financial and Estate Planning
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