The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust. Your Trust is worthless if you have not properly funded the trust. Jim walks through the 7 key types of assets that should go into your trust and explains exactly how to fund each one, including: 1. Real Estate 2. Bank Accounts 3. Brokerage Accounts 4. Life Insurance 5. Retirement Accounts 6. Personal Property 7. Business Assets 📌 If you’ve created a living trust (or are thinking about it), but haven’t funded it properly — this video is a must-watch. Discover how to avoid probate, protect your legacy, and make sure your trust actually works when it’s needed most. ESTATE PLANNING 101 VIDEO • Estate Planning 101 | The Proper Way to St... WANT TO SET UP YOUR OWN TRUST? Jim and his team can complete your estate plan in all 50 states. https://easylegalplanning.com/ Or, reach out to me to connect you to Jim. [email protected] MORE RETIREMENT RESOURCES: https://TheRetirementNerds.com/ JOIN THE MONTHLY NEWSLETTER Join our newsletter for monthly tips, book recommendations, and personal stories! https://theretirementnerds.com/newsle... ⏰ TIME CODES ⏰ 0:00 Introduction 1:19 What Funding Means 1:45 7 Types of Assets 3:21 Real Estate 7:35 Bank Accounts 12:51 Brokerage Accounts 15:55 Life Insurance 18:45 Retirement Accounts 21:52 Personal Property 25:10 Pour-Over-Will Clarification 27:41 Business Assets 29:40 Final Summary 32:37 Where to Get Help 33:28 Make it Easy ============================= #estateplanning #theretirementnerds #willandtrust #retirementnerds Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
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