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#471 | Who Should Fund the Trust? Client or Attorney? 🤔 𝗠𝘆 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆 𝗦𝗮𝗶𝗱 𝗧𝗵𝗲𝘆'𝗱 𝗙𝘂𝗻𝗱 𝘁𝗵𝗲 𝗧𝗿𝘂𝘀𝘁. 𝗧𝗵𝗲𝗻 𝗧𝗵𝗲𝘆 𝗗𝗶𝗱𝗻'𝘁!
Here's a wake-up call from a recent client situation: Just because you signed trust documents doesn't mean your assets are actually IN the trust.
This one's about communication, responsibility, and what really counts as "trust funding."
⚠️ 𝗔𝗹𝘄𝗮𝘆𝘀 𝘃𝗲𝗿𝗶𝗳𝘆. 𝗚𝗲𝘁 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗮𝘁𝗶𝗼𝗻. 𝗗𝗼𝘂𝗯𝗹𝗲-𝗰𝗵𝗲𝗰𝗸 𝘁𝗵𝗲 𝗽𝗮𝗽𝗲𝗿𝘄𝗼𝗿𝗸.
Sometimes it's a misunderstanding. Sometimes it's a missed step. Either way, there's a lesson here worth listeningto.
Your estate plan is too important to leave to assumptions. Let's make sure your trust is actually protecting what you think it is.
Need clarity? Let's talk. This is exactly why we offer free annual reviews for all our clients.
#EstatePlanning #TrustFunding #LegalTips #FinancialPlanning #EstatePlanningTips #RetirementAccounts #EstateEducation #ZammittiLaw #YourPlanningAttorney #PeaceOfMindPlanning #EverythingEstatePlanning
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If you want to talk more about anything estate planning, elder law or probate related:
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We provide PEACE OF MIND to families through estate planning, elder law and probate matters.
Our firm rests on three core pillars:
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If you need assistance with estate planning, elder law, or probate matters, we are happy to speak with you. Valerie K. Zammitti is the owner at Zammitti Law, PLLC. She started her firm with one goal – to help individuals and families protect themselves, their loved ones, and their hard-earned assets thereby finding PEACE OF MIND!
Our informational videos and podcasts will cover topics on revocable living trusts, irrevocable trusts, wills, trusts, incapacity planning, power of attorney, health proxy, living will, asset protect trusts, minimizing tax liabilities, elder law, probate, among many other related topics.
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