The Importance of Transferring Assets to a Trust
Having an appropriate Trust is important, but if it isn’t properly funded, it won’t serve its purpose! Transferring your assets to your Trust is essential if you want to avoid probate.
Want to face the future with confidence knowing that you are taking the right steps to get the most out of what you’ve got?
For qualified prospective clients who are seriously interested in working with us in an assets-under-management capacity or in engaging us to develop your Masterplan on a fee-for-service basis, the first step toward your Financial Masterplan is a complimentary Retire Secure Initial Consultation.
To see if you qualify for a free consultation click here or call our office at (800) 387-1129.