What Belongs in a Trust
The wealthy know exactly what belongs in a trust. Most people guess, and guessing leaves a 401(k) with a surprise tax bill or a house in probate. This guide shows which assets belong inside your trust, which must stay outside, and the beneficiary mistakes that cost families the most.
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Already have a trust and want to know if it is funded correctly?
We will go through what you own, how it is titled today, and flag anything out of place like a 401(k) or IRA that was retitled instead of naming the trust as beneficiary, or an asset still exposed to probate.
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