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Fund Your Trust: Protect Your Assets
Manage episode 460420049 series 3604000
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In this episode of the Senior Matters podcast, host Mark E. Wight sits down with Juana Espinosa-Alcaraz, our trust funding coordinator and legal assistant, to clarify the critical role of funding in estate planning. They discuss the importance of transferring assets into a trust to avoid probate and conservatorship issues, touching on bank accounts, investments, life insurance, and retirement accounts. Juana shares actionable steps for updating asset ownership, the significance of tracking all assets, and how an annual review can keep your estate plan current. Learn why a trust only governs assets included in it and how to ensure your estate plan truly protects your legacy.
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