Properly funding or creating a trust can be a time-consuming and overwhelming process. We find that most trusts are improperly funded and people who want a trust created are unsure how best to get the right assets into it. Additionally, complying with your financial institution’s needs can be complex. We make sure that the goals you set out to accomplish with estate planning actually happen when TrustFunding.com starts or finishes the job.
The term “trust fund” is thrown around often, yet most people have misconceptions about its process. 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, the founder of TrustFunding.com, Attorney Michael Rutkowski, explains how we can help you secure your financial future and that of your loved ones.
Different types of trusts serve different purposes for the important people in your life. Be advised that the trust you choose will not work for you unless you complete the essential steps to have it funded, and 90% of Trust & Estate Planning Lawyers don't move your trust strategy past the finish line. Make sure your trust is really a TRUST!
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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Funding your trust is the process of transferring assets from your personal name into the name of your trust. It can be a very long and tedious process filled with pages and pages of forms. Each asset has its specific way that ties it to your trust, depending on the trust's goals. Banks, insurance companies, investment advisors, and even the US Treasury Department have different rules and forms that need to be completed to fully fund your trust.
At TrustFunding.com, we handle the entire process of re-titling your assets; changing beneficiary designations; preparing, filing, and recording 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 ensure that your assets avoid probate, have protection, and avoid unnecessary State and Federal taxes (if applicable).
“the level of communication where we were kept informed every step of the way,” “Rutkowski exceeded expectations,” “most accommodating,” “no question goes unanswered,” “every step of the way we were treated with dignity and patience,” “not only professional and knowledgeable throughout the process, but they showed true compassion and interest in our personal situation,” “entire team was super helpful and the process was much, much easier than either of us had really expected,” “called the office after hours and received a call first thing in the morning,” “They made the process easy to understand and less overwhelming by walking you through each step,” “He took time to listen to our lives, help identify our needs, and create the perfect Trust for our family,” “you can tell in one conversation that Mike and his team know what they’re doing, and will work to make you happy,” “gave us a secure feeling that we were in good hands,” “excellent to work with for our peace of mind,” “Mike and his team were really kind and helpful,” “They were extremely professional and knowledgeable and most of all, a real pleasure to work with,” “I only have positive things to say about the team at Rutkowski Law,” “It is comforting to know that one has a support team,” “We were very satisfied with the professional, efficient manner in which Mike Rutkowski and his team handled the update of our legal documents”
If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.
We help families both locally within or near the Bloomfield Hills area and throughout Michigan. Our “Virtual Visits” and Mobile Notary allow us to serve the greatest area possible in the state.
Locally we serve Bloomfield Hills, Troy, West Bloomfield, Farmington Hills, Rochester and Rochester Hills, Sterling Heights, Shelby Township, Macomb, and many others.
We welcome your questions and want to understand your situation to help you move forward and achieve the peace of mind that comes with having everything done properly and efficiently. Don’t let everything you’ve worked for slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with us and making the choices that best protect your legacy and wishes. Call us for one-on-one assistance at (248) 987-0400 with questions, a description of your situation, or to schedule a consultation. You may also simply fill out the form above on this page. Your form will be directly emailed to our office. You can expect a reply within 1 business day and often within hours the same day. All information is confidential.
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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.