Funding Your Trust
- Why do I need to transfer assets to my Trust?
- Transferring a financial account to my Trust vs adding a Beneficiary to a financial account
- Can I transfer my house to the Trust if I have a mortgage?
- How does the Trust & Will Deed Transfer process work?
- Where can I find the Taxpayer Identification Number for my Trust?
- How to title assets in the name of your Trust
- Transferring life insurance policies to your Trust
- Transferring sole proprietorships to your Trust
- Transferring partnerships, LLC's, and corporations to your Trust
- Transferring real estate to your Trust
- Transferring retirement plans to your Trust
- Transferring bank accounts and other financial accounts to your Trust
- Transferring personal property and assets without deeds or titles to your Trust