Do You Trust Your Trust Documents?
This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
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Weekend Reading
Trusts are powerful tools for managing assets and ensuring a smooth transfer of wealth, but they’re only effective if properly funded.
READ THE ARTICLEMany people overlook this crucial step after signing the legal documents.
📌 Verify Account Titles: Confirm that all your accounts, including investments and real estate, are titled in the name of your trust
📌 Double-check Online Assets: Don’t overlook online accounts or digital assets like cryptocurrency – they need to be included too
📌 Consult Your Attorney: Seek professional guidance if you’re unsure about how to title specific assets like vehicles or if you have questions about the best approach for your situation
Why It Matters: Properly funding your trust ensures your wishes are carried out, protecting your assets and simplifying the process for your loved ones after you're gone.