I just published a new YouTube video: You Have a Trust… But It Might Be Useless Having a trust means nothing if it’s not funded. Here are the top 3 estate planning mistakes high-income households make, and mistake #1 will surprise you: The trust was…
I just published a new YouTube video: You Have a Trust… But It Might Be Useless
Having a trust means nothing if it’s not funded.
Here are the top 3 estate planning mistakes high-income households make, and mistake #1 will surprise you:
The trust was drafted but never funded. Your attorney set it up, maybe transferred a few things… but every asset you’ve bought since? Not connected. That trust is essentially an expensive, empty shell.
Don’t let your plan fail on a technicality.
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Migrated from AZ Plan & Probate as part of Attorney Anjali's consolidated legal library.