Funding Your Client’s Cash Accounts

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An estate plan does not properly work for the client until the client’s assets are re-titled (“funded”) so that they are aligned with the estate plan. Even beyond this stage, continuing to keep the legal documents updated and assets properly funded are essential to an effective estate plan. The scope of this article will review how to fund cash accounts to a client’s living trust. This article is the first of a series of “how tos” for funding various types of assets. This article will be based from a legal perspective as well as from a technical/practical perspective.

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