Signing your trust is only the first step; “funding” it is what actually keeps your family out of court. This guide explains how to transfer bank accounts, real estate, and investments into your trust to ensure your estate plan works exactly as intended.
Should You Add Your Vehicle to Your Trust? When building an estate plan, it’s important to ensure that assets are properly aligned with your goals — but not every asset needs to be placed into a trust. One common question is whether vehicles should be included. In California (and in some other states), adding a…
