What does it mean to “fund” a Living Trust?

Posted on February 17, 2015

Once a Living Trust is created, you must ensure that your assets are either owned by you as trustee of your trust (real estate, mutual funds, savings accounts, etc.) or name the trust as a primary or contingent beneficiary (life insurance, retirement funds, etc.). That means that you must transfer all your assets, like the title of your home, into the name of the Living Trust and name the Living Trust as the beneficiary of things like your life insurance, retirement fund, etc.


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