Category Archives: Trust Funding

How to Fund a Living Trust, Part 1

Posted on March 30, 2011 by Roger Billings

Funding a living trust refers to transferring assets into the trust. If a trust is a box then funding the trust means putting assets into the box.  For assets that are titled, such as real estate, accounts, stocks and bonds, … Continue reading →






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Unfunded Trusts: Pitfalls for the Unwary

Posted on March 23, 2011 by Roger Billings

Funding the Trust is an essential but often overlooked step towards avoiding a lengthy and expensive probate.  Creating a trust instrument, with all of the appropriate instructions, provisos and expressions of intent, is worse than useless if no step is … Continue reading →






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