E:51-Funding Your Trust-Key Steps People Miss
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E:51-Funding Your Trust-Key Steps People Miss
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About this listen
Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure entity.
Wine Talk:
2019
Rancho Victoria
La Donza-Blend
Amador County, CA
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