Creating a trust is an essential step in your estate planning journey—but it’s only the beginning. Too often, trusts are set up with care and intention, only to be left unfunded or improperly funded, defeating the very purpose they were created for.

Join us for an informative and practical presentation on what comes after you’ve signed your trust. We’ll demystify the process of trust funding—what it is, why it’s crucial, and how to do it properly. You’ll learn:

• What it means to "fund" a trust

• Which assets should (and shouldn’t) be transferred into your trust

• The consequences of failing to fund a trust

• Best practices for keeping your trust funded over time