Trust Funding

Proper asset ownership and beneficiary designation, also call Trust “Funding,” is a critical element of any effective estate plan.  Our firm works with our clients to come up with a strategy to integrate their current assets into their estate plan.  We offer our clients full trust funding support during the initial plan design, then we provide ongoing Funding support through our ongoing Maintenance and Education Program.   All of this helps to ensure that the client’s plan is actually going to work when the time comes.

 
 

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