Knowledge Base: Advanced Planning Solutions, LLC

Knowledge Base

As a public service, we are pleased to provide general information on transferring your assets to Living Trusts ("trust funding"). We strongly recommend clients fund their Living Trusts accurately and completely. Funding is not a one-time event. Trust funding should be maintained over the course of your lifetime. That means not just funding your assets today, but also transferring newly acquired assets as your financial situation changes with time. It is absolutely essential to your Living Trust and the eventual success of your estate plan! Because every estate is different, we strongly recommend that you consult with your estate planning attorney for specific recommendations customized to your circumstances and your state law. Accordingly, the information provided here is general in nature and does not constitute legal advice.

An Introduction to Trust Funding: Basic trust funding concepts for those who own living trusts
The Importance of Trust Funding: Why trust funding is essential to the success of your estate plan
Funding Pitfalls: Some challenges you may encounter when transferring assets to trust
Funding Specific Assets: General information on funding different types of assets
Find an Attorney: List identifying estate planning attorneys in your area who offer professional trust funding services

Strategic Partners: Professional services for the estate planning community