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Funding Your Trust – A Step-by-Step Guide to Avoiding Probate
Virtually all homeowners need a Living Trust to avoid the costly process of probate when they pass. Yet the most common estate planning mistake is the failure to title assets in the name of the Trust once the plan is created.

If you own a home, have a checking, savings or brokerage account, own a life insurance policy, or even have a 401k, you need to ensure these assets are titled properly. Join us as we walk through the top 8 assets that require funding.

Aug 28, 2019 02:00 PM in Pacific Time (US and Canada)

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