Funding a trust can be a time consuming and most times overwhelming process. From understanding the documentation the financial institution needs, filling out the necessary forms or responding to the technical questions that might come your way we find that most all trusts are improperly funded. Let us make sure that the goals you set out to accomplish with estate planning actually happen by letting TrustFunding.com finish the job.
The term “trust fund” is thrown around often, yet most people have misconceptions regarding the process it entails. Unfortunately, moving assets into a trust fund is not as easy as clicking on a button that says “transfer.” Here’s where TrustFunding.com comes in. In this one-minute video, founder of TrustFunding.com, attorney Michael Rutkowski, explains how we can help you secure your financial future, and that of your loved ones. Take the first step and call us today at (248) 987 0400 to schedule a consultation. We will discuss your assets, your goals, and develop a roadmap to turn the latter into reality.
Funding your trust is the process of transferring assets from your personal name into the name of your trust. This can be a very long and tedious process filled with pages and pages of forms. Each asset has its own specific way that ties it to your trust depending on the goals of the trust. Banks, Insurance Companies, Investment advisors and even the US Treasury Department have different rules and forms that need to be completed in order to fully fund your trust.
At TrustFunding.com. we handle the entire process of re-titling your assets; change beneficiary designations; prepare, file and record deeds; and we work directly with your financial institutions to ensure everything is completed and done correctly.
Fully funding your trust is the only way to make sure that your assets avoid probate, have protection and avoid unnecessary State and Federal taxes (if applicable).
Different types of trusts serve different purposes for the important people in your life. Be advised: The trust you choose will not work for you unless important steps are completed to have it funded, and 90% of competing services don’t move your trust strategy past the finish line… Make sure yours counts! Which type of trust do you need funded?
Can be revised. Avoid probate, protect privacy, and minimize estate taxes
Cannot be revised, amended, or terminated, & offers tax shelter benefits
(APT) Protect assets from creditors, lawsuits, & judgments. Irrevocable. Domestic or Foreign/Offshore
(Spousal Lifetime Access Trust) Increased estate tax exemption by transfer to irrevocable trust
(Insurance Trust) Life insurance policy as asset, exempt from grantor’s taxable estate
Protect wealth for generations; avoid transfer taxes like gift tax, estate tax, & GSTT
(“A” Trust) To surviving spouse upon death of first, then to designated heirs upon death of second spouse
Avoid risk to public assistance disability benefits for physically/mentally disabled or chronically ill recipients
Schedule a Free Consultation for a Funding Analysis!
Whether or not you have collaborated with an estate planner or financial advisor, we understand you have important questions regarding the plan for your assets. We make your plan work to serve your goals by funding your trust. Selecting a strategy is the first step, but you need to make it count by putting it into practice. Picking up where the others leave off, we take your plan across the finish line by completing your documentation and ensuring your trusts are funded.
We want to answer your questions and work with you to meet your long-term goals. Request a free consultation for a funding analysis!
Call (248) 987-0400 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.
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The information in this video is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country, or other appropriate licensing jurisdiction.