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#246 | What Happens if I Forget to Fund My Trust?
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Treść dostarczona przez Valerie Zammitti. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Valerie Zammitti lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
#246 | What Happens if I Forget to Fund My Trust?
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𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗶𝗳 𝗬𝗼𝘂 𝗡𝗲𝘃𝗲𝗿 𝗙𝘂𝗻𝗱 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they 𝗻𝗲𝘃𝗲𝗿 𝗳𝘂𝗻𝗱 it or they 𝘂𝗻𝗱𝗲𝗿𝗳𝘂𝗻𝗱 it? This is one of the most common estate planning mistakes we see, so this one is a must-see!
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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:
Family protection
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Minimizing taxes and spend down of your hard-earned assets
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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