Oh Lucy, It's Funded

Posted on: May 25th, 2012
One of the most common failures in trust planning is the failure to properly fund the trust. Since life and your property change all the time, your trust needs to change and adjust with it or it is simply is going to be out of date. Don't let that happen or your trust plan is going to look like an episode of I love Lucy, funny for others, but not so funny for you......

What's In The Box? Nothing, Absolutely Nothing!

Posted on: April 6th, 2012
Many people who have purchased a trust package from a variety of places don't realize that for a trust to actually work it needs to be properly funded. How can you fund your trust? Read on......

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