If you have a Trust Estate Plan, it will be necessary to “fund” your Trust in order to accomplish your goal of probate avoidance, asset management, and Estate Tax reduction (where applicable). Funding your Trust is simply the process of transferring ownership of your assets to your Trust. It might also be necessary to change beneficiary designations on life insurance policies, annuities, Individual Retirement Accounts, Pension Plans and any other programs that have beneficiary designations. While your Trust Estate Plan does not include our assistance in funding your Trust, it does include a Trust Funding Guide. We will, also, include information about additional services that can be provide to you, including Trust Funding Assistance. Your estate plan will also include a Power of Attorney for Health Care. You will have to make arrangements to have the named Patient Advocate sign the acceptance of appointment.
