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Estate Planning Red Flag – You haven’t funded (or fully funded) your living trust

$225.00

SKU: ESTja084. Category: .

Description

Abstract: A living trust is fully effective only when it’s fully funded. What does it mean to “fund” a trust? A person must transfer ownership of all or most of his or her assets to the trust or designate the trust as beneficiary of IRAs, qualified retirement plans or insurance policies. This short article explains which assets to include in a living trust.

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