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#471 | Who Should Fund the Trust? Client or Attorney?
Manage episode 516067478 series 3558777
#471 | Who Should Fund the Trust? Client or Attorney? ๐ค ๐ ๐ ๐๐๐๐ผ๐ฟ๐ป๐ฒ๐ ๐ฆ๐ฎ๐ถ๐ฑ ๐ง๐ต๐ฒ๐'๐ฑ ๐๐๐ป๐ฑ ๐๐ต๐ฒ ๐ง๐ฟ๐๐๐. ๐ง๐ต๐ฒ๐ป ๐ง๐ต๐ฒ๐ ๐๐ถ๐ฑ๐ป'๐!
Here's a wake-up call from a recent client situation: Just because you signed trust documents doesn't mean your assets are actually IN the trust.
This one's about communication, responsibility, and what really counts as "trust funding."
โ ๏ธ ๐๐น๐๐ฎ๐๐ ๐๐ฒ๐ฟ๐ถ๐ณ๐. ๐๐ฒ๐ ๐ฐ๐ผ๐ป๐ณ๐ถ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป. ๐๐ผ๐๐ฏ๐น๐ฒ-๐ฐ๐ต๐ฒ๐ฐ๐ธ ๐๐ต๐ฒ ๐ฝ๐ฎ๐ฝ๐ฒ๐ฟ๐๐ผ๐ฟ๐ธ.
Sometimes it's a misunderstanding. Sometimes it's a missed step. Either way, there's a lesson here worth listeningto.
Your estate plan is too important to leave to assumptions. Let's make sure your trust is actually protecting what you think it is.
Need clarity? Let's talk. This is exactly why we offer free annual reviews for all our clients.
#EstatePlanning #TrustFunding #LegalTips #FinancialPlanning #EstatePlanningTips #RetirementAccounts #EstateEducation #ZammittiLaw #YourPlanningAttorney #PeaceOfMindPlanning #EverythingEstatePlanning
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