A new year is a great time to look over and review your estate plan. Having an outdated estate plan may have unintended consequences.
As I mentioned before, creating a living trust is a good first step, however making sure it’s properly funded is important. Here are a few more things to do and make sure you have in place.
It’s a new year and the perfect time to make sure your living trust is properly funded. Creating your living trust was the first step, but funding your trust is just as important to keep your family out of probate court.