Preservation | Family Wealth Protection & Planning


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Posts in Funding Trusts.
By Elizabeth Pack on May 17, 2016 at 8:57 AM

Most people think once they have signed their trust, they are done with the estate planning process. However, an estate plan is not complete until the trust has been funded. Many of the goals behind creating a trust (probate avoidance, privacy, management of assets upon death or incapacity, asset protection) are only achieved to the extent a trust has been funded.

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