Living Trust Tips

November 20, 2020
If you create a living trust, don’t forget to fund it! Investment accounts, insurance policies, real estate and other holdings must be re-titled or transferred into the trust in order for it to go into effect. If you have a trust and haven’t conducted a funding audit, you may be putting your family in jeopardy of heading to probate court.

At Brandywine Oak, we help our clients navigate through the steps of opening and funding living trusts to ensure that their financial wishes are honored. To learn some helpful tips on funding living trusts, please read Kiplinger’s article

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