Summer Fun with Funding
Jul 14, 2018 10:30 AM - 12:30 PM
Brunch will be provided. Please arrive at 10:30am as the event will begin at 10:45am.
Sugar Creek Country Club
420 Sugar Creek Blvd., Sugar Land, TX 77478 [Map & Directions]
Come enjoy brunch and learn about the importance of fully funding your Trust. Bring any questions you may have regarding Trust funding!
The phrase, or term, "funding the Trust" refers to the process of titling your assets into your Trust, such as a Revocable Living Trust. Upon your death, only assets titled in your name alone will have to pass through the court probate process. Therefore, if you create a Trust, and if you take the steps to title all of your assets in the name of the Trust, there would be no need for a court probate because no assets would remain in your name. This step is generally referred to as "funding the Trust" and is often overlooked.
Many people create the Trust, but yet they fail to take the step of re-titling assets in the Trust name. If you do not title your Trust assets into the name of the Trust, then your estate will still require a court probate.
Enjoy peace of mind knowing that your Trust works for you.
To register for this event, please click here.