Changing Ownership of Your Existing Checking Account: Trust Ownership and Beneficiary Designation
When it comes to estate planning and asset protection, transferring ownership of your existing checking account to a trust or...
- Michael RutkowskiWhen it comes to estate planning and asset protection, transferring ownership of your existing checking account to a trust or...
- Michael Rutkowski
Learn More About Transfering Mineral Rights Into A Trust Welcome to the trustfunding.com blog, where we provide you with the latest financial...
- Michael Rutkowski
If you have had a Spousal Lifetime Access Trust (SLAT) drafted to remove assets from your estate through strategic gifts...
- Michael Rutkowski
If you have had an Asset Protection Trust (APT) drafted, you may be surprised to learn that the assets you...
- Michael Rutkowski
You may have had an Irrevocable Living Trust drafted to strategically gift your assets with some added protection and tax...
- Michael RutkowskiIf you have chosen a Revocable Living Trust (RLT) strategy to manage your assets, you may be surprised to learn...
- Michael RutkowskiDifferent 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!
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