Estate Planning 101: How to Fund a Trust Like a Pro!

Estate Planning 101: How to Fund a Trust Like a Pro!

Estate Planning 101: How to Fund a Trust Like a Pro! πŸ‘πŸ’ΌπŸ“œ A trust without funding is just a stack of paper, which could mean your assets won’t be protected when it matters most. In this interview, estate planning expert Jeff Marsocci, "The Plain English Attorney," breaks down exactly how to fund a trust correctly so you can safeguard your assets, avoid probate, and ensure your wishes are carried out. 🚨 What You'll Learn: βœ… The biggest mistakes people make when funding a trust βœ… How to properly transfer real estate, bank accounts, and investments βœ… Why naming a trust as a beneficiary could be a game-changer (or a disaster!) βœ… When you should update your trust and how to keep it legally solid βœ… And much more! πŸ”” Don’t forget to LIKE, SUBSCRIBE, and hit the NOTIFICATION BELL so you never miss expert insights on estate planning, asset protection, and financial security! πŸ’¬ Drop your questions in the comments below – we’d love to hear from you! #estateplanning #trusts #livingtrust #wealthprotection #financialplanning #nationalreferralnetwork #protectionpointadvisors ------------------------------------------------------------------------------- πŸ”— Useful Links: Mike Clark & National Referral Network can help you build your financial team, visit https://bit.ly/3EOqJc9 Jeff Marsocci - The Plain English Attorney - Β Β Β /Β @theplainenglishattorneyΒ Β  Course - https://www.plainenglishattorney.com/... ---------------------------------------------------------------------------------- πŸ‘‡ Subscribe to our channel for more insightful interviews and expert discussions. If you found this video helpful, please give it a thumbs up and share it with others who might benefit. πŸ‘‡ π·π‘–π‘ π‘π‘™π‘Žπ‘–π‘šπ‘’π‘Ÿ: π‘π‘œπ‘‘β„Žπ‘–π‘›π‘” 𝑑𝑖𝑠𝑐𝑒𝑠𝑠𝑒𝑑 π‘œπ‘Ÿ π‘ β„Žπ‘Žπ‘Ÿπ‘’π‘‘ π‘ β„Žπ‘œπ‘’π‘™π‘‘ 𝑏𝑒 π‘‘π‘Žπ‘˜π‘’π‘› π‘Žπ‘  π‘‘π‘Žπ‘₯, π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘Žπ‘‘π‘£π‘–π‘π‘’, π‘Žπ‘›π‘‘/π‘œπ‘Ÿ π‘™π‘’π‘”π‘Žπ‘™ π‘Žπ‘‘π‘£π‘–π‘π‘’ π‘“π‘œπ‘Ÿ π‘Žπ‘›π‘¦ π‘–π‘›π‘‘π‘–π‘£π‘–π‘‘π‘’π‘Žπ‘™ π‘π‘Žπ‘ π‘’ π‘œπ‘Ÿ 𝑏𝑒𝑠𝑖𝑛𝑒𝑠𝑠 π‘ π‘–π‘‘π‘’π‘Žπ‘‘π‘–π‘œπ‘›. π‘‡β„Žπ‘–π‘  π‘–π‘›π‘“π‘œπ‘Ÿπ‘šπ‘Žπ‘‘π‘–π‘œπ‘› 𝑖𝑠 π‘“π‘œπ‘Ÿ π‘’π‘‘π‘’π‘π‘Žπ‘‘π‘–π‘œπ‘›π‘Žπ‘™ π‘π‘’π‘Ÿπ‘π‘œπ‘ π‘’π‘  π‘œπ‘›π‘™π‘¦ π‘Žπ‘›π‘‘ 𝑖𝑠 π‘›π‘œπ‘‘ 𝑖𝑛𝑑𝑒𝑛𝑑𝑒𝑑 π‘Žπ‘  π‘Ž π‘ π‘œπ‘™π‘–π‘π‘–π‘‘π‘Žπ‘‘π‘–π‘œπ‘› π‘“π‘œπ‘Ÿ π‘‘π‘Žπ‘₯, π‘™π‘’π‘”π‘Žπ‘™, π‘œπ‘Ÿ π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘Žπ‘‘π‘£π‘–π‘π‘’. πΆπ‘œπ‘›π‘ π‘’π‘™π‘‘ π‘Ž 𝑙𝑖𝑐𝑒𝑛𝑠𝑒𝑑 π‘π‘Ÿπ‘œπ‘“π‘’π‘ π‘ π‘–π‘œπ‘›π‘Žπ‘™ π‘‘π‘œ π‘Ÿπ‘’π‘£π‘–π‘’π‘€ π‘¦π‘œπ‘’π‘Ÿ π‘π‘’π‘Ÿπ‘ π‘œπ‘›π‘Žπ‘™ π‘ π‘–π‘‘π‘’π‘Žπ‘‘π‘–π‘œπ‘› π‘‘π‘œ π‘šπ‘Žπ‘˜π‘’ π‘ π‘’π‘Ÿπ‘’ π‘¦π‘œπ‘’ π‘Žπ‘Ÿπ‘’ π‘ π‘‘π‘Žπ‘¦π‘–π‘›π‘” 𝑖𝑛 π‘π‘œπ‘šπ‘π‘™π‘–π‘Žπ‘›π‘π‘’ π‘€π‘–π‘‘β„Ž π‘Žπ‘™π‘™ πΉπ‘’π‘‘π‘’π‘Ÿπ‘Žπ‘™, π‘†π‘‘π‘Žπ‘‘π‘’, π‘Žπ‘›π‘‘ 𝑀𝑒𝑛𝑐𝑖𝑝𝑙𝑒 π‘‘π‘Žπ‘₯ π‘™π‘Žπ‘€π‘ .

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