The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
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The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
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In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust.
Your Trust is worthless if you have not properly funded the trust.
Jim walks through the 7 key types of assets that should go into your trust and explains exactly how to fund each one, including:
1. Real Estate
2. Bank Accounts
3. Brokerage Accounts
4. Life Insurance
5. Retirement Accounts
6. Personal Property
7. Business Assets
📌 If you’ve created a living trust (or are thinking about it), but haven’t funded it properly — this video is a must-watch.
Discover how to avoid probate, protect your legacy, and make sure your trust actually works when it’s needed most.
ESTATE PLANNING 101 VIDEO
https://youtu.be/nkFQmsdCW-I
WANT TO SET UP YOUR OWN TRUST?
Jim and his team can complete your estate plan in all 50 states.
https://easylegalplanning.com/
Or, reach out to me to connect you to Jim.
Erik@TheRetirementNerds.com
MORE RETIREMENT RESOURCES:
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⏰ TIME CODES ⏰
0:00 Introduction
1:19 What Funding Means
1:45 7 Types of Assets
3:21 Real Estate
7:35 Bank Accounts
12:51 Brokerage Accounts
15:55 Life Insurance
18:45 Retirement Accounts
21:52 Personal Property
25:10 Pour-Over-Will Clarification
27:41 Business Assets
29:40 Final Summary
32:37 Where to Get Help
33:28 Make it Easy
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#estateplanning #theretirementnerds #willandtrust #retirementnerds