Funding & Asset Questions
- I already have a trust but haven't funded it—can you help?
- In regards to funding, can’t I just use beneficiary designations?
- What do I need to fund my trust?
- I already have a trust but forgot to put my new home into it—what should I do?
- If I come into possession of more assets, how do I transfer them into my trust?
- How do I fund a trust with property that I co-own with my parents?
- I’m buying a house—how do I make sure it gets put into my trust?
- How do I sign for the trust when making an offer on a home?
- Will putting my home in a trust affect my mortgage rate?
- Can I put my car or other vehicles into my trust?
- What does it mean to fund my trust? / What is funding?
- Why is my trust a contingent beneficiary for retirement accounts and not primary?
- What are the repercussions if I don't fund my trust? Or something gets missed?
- If there is a 3rd party on an account (ex. a child or a parent), can changes be made to include my trust? Why/Why not?
- I created an MAPT. Is funding different than funding an RLT?
- What do I do if I want the funds from one (or more) of my accounts to be distributed differently than what my trust indicates?
- What happens if I open a new account after the funding process? How do I make sure it's in my trust?
- Does my trust have an EIN?