How to Fund Your Trust (and Why It Matters More Than You Think)
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How to Fund Your Trust (and Why It Matters More Than You Think)
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Episode Summary:
In this episode of *Planning with Purpose* Deb Morneau from Courteous Law PC delves into the importance of properly funding a trust for ultimate peace of mind. Deb explains how funding a trust is akin to placing assets in a basket to seamlessly pass them on to heirs, avoiding probate. She emphasizes the significance of including assets like houses, bank accounts, vehicles, and various investments in the trust to ensure a smooth transfer process.
Key Timestamps:
00:00 – Introduction
01:30 – Importance of funding a trust explained
03:45 – Types of assets to include in a trust
06:12 – Overlooked details when funding a trust
09:20 – Handling retirement plans and life insurance in a trust
12:05 – Examples of trust funding mishaps and their consequences
14:50 – Reviewing and updating a trust over time
16:40 – Tips for maintaining an up-to-date trust
About the Show:
*Planning with Purpose* is a podcast dedicated to guiding families, retirees, and small business owners through the intricacies of estate planning, led by seasoned Deb Morneau. The show focuses on empowering individuals to secure their legacies and protect their assets for future generations.