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Funding Trusts 101

Craig Hersch and Patrick Carlson discuss the importance of vigilance in transferring money to clients' trusts.


A lot of planners make the promise of trust-based estate planning, faster administration, lower costs, etc. That only works though when the trust is fully funded. Someone has to take the time to ensure that all of the required assets are put into the trust.

Craig and Patrick discuss the importance of funding trusts and some pitfalls to be aware of.

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