We spend a lot of time stressing to our clients the importance of properly funding their trusts. But, which assets belong in a trust and which are best left titled in the client’s name? When it comes to real estate, this can be a tricky decision. Funding real estate into a trust can lead to a number of issues and potential problems. Helping a client make the right decision means looking at a transfer from all angles before drafting a deed. In this post, I’ll take a look at common insurance … [Read more...] about To Fund or Not to Fund: What to Know Before Transferring Real Estate to a Trust (Part One of Three)
