You go to great lengths to educate your clients about their revocable living trusts. You make sure they understand that the probate-avoidance benefits of a living trust only extend to property that’s been transferred to a trust, and you work with them in ensuring their trusts are appropriately funded. It’s common for you to counsel your clients on transferring assets like: Cash Accounts Mutual Funds Brokerage Accounts Real Estate Assorted Tangible Personal Property But do you regularly … [Read more...] about Do You Counsel Your Clients About Safe Deposit Boxes?
