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Category: Blog

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 designating the trust as the beneficiary is a strategic move. This adjustment ensures that your financial assets align with your trust's goals and simplifies the process of asset distribution. In this blog post, we'll explore […]
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October 3, 2023
You Set Up Your Revocable Living Trust. Is It Properly Funded?

How to Transfer Mineral Rights into a Trust

Learn More About Transfering Mineral Rights Into A Trust Welcome to the trustfunding.com blog, where we provide you with the latest financial insights and strategies to help you secure your future. In today's post, we're diving deep into a subject that holds significant potential for wealth generation—transferring mineral rights into a trust. If you've ever wondered how […]
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September 25, 2023
You Set Up Your SLAT Trust. What Are Your Next Steps?

You Set Up Your SLAT Trust. What Are Your Next Steps?

If you have had a Spousal Lifetime Access Trust (SLAT) drafted to remove assets from your estate through strategic gifts to your spouse while you are alive, then you need to determine your next steps and follow through on them. You can repeatedly transfer selected assets as gifts into this irrevocable trust, but you will […]
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November 1, 2022
Funding Your Asset Protection Trust

Funding Your Asset Protection Trust

If you have had an Asset Protection Trust (APT) drafted, you may be surprised to learn that the assets you seek to protect may not have been placed into the trust. In fact, 99% of drafted trusts are not funded. Do you know whether your Asset Protection Trust is funded? At TrustFunding.com, we help our […]
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October 1, 2022
What’s Involved in Funding an Irrevocable Living Trust

What’s Involved in Funding an Irrevocable Living Trust?

You may have had an Irrevocable Living Trust drafted to strategically gift your assets with some added protection and tax benefits. Still, that trust won’t accomplish your objectives unless you fund it promptly while alive. Depending on the type and purpose of your trust, you may have several considerations involving the timing of asset transfer. […]
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September 1, 2022
You Set Up Your Revocable Living Trust. Is It Properly Funded?

You Set Up Your Revocable Living Trust. Is It Properly Funded?

If you have chosen a Revocable Living Trust (RLT) strategy to manage your assets, you may be surprised to learn that setting it up is not enough to avoid probate. You must fund your Revocable Living Trust for it to go into effect. After expending the money and effort to have an estate planning attorney […]
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August 1, 2022

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