What is Funding?

Funding your trust is the process of transferring your assets to your trust.   This is achieved through re-titling assets and changing beneficiary designations.   

The funding process can be a time-consuming, detail-oriented process.  It often involves challenges because governmental entities and other institutions change their requirements for requests without notice, they have employee turnover, and, in general, a marketplace that appears at times overwhelmed with work.   Our goal is to fully fund your trust for the least cost possible keeping in line with the design of your plan.

Buying a House