How to Help Clients Fund Their Trusts and Avoid Costly Mistakes
On-Demand Webinar
Many clients assume that creating a trust automatically protects their assets, but an unfunded trust leaves them exposed to probate, taxes, and legal complications. Transferring the wrong assets can cause just as many issues.
As a financial advisor, you can help clients avoid costly mistakes by ensuring their estate plan works as intended. Knowing which assets to retitle, when beneficiary designations take priority, and how to address common pitfalls makes all the difference.
Join Dave Haughton, J.D., and Eva Deniz, Regional Sales Manager at Wealth.com, for a practical discussion on simplifying trust funding and guiding clients through every step.
What You’ll Learn:
- Which assets belong in a trust—and which don’t
- How to fund key assets like real estate, brokerage accounts, and business interests
- When beneficiary designations take priority over trust funding
- How to spot and fix funding gaps before they create problems
Sign up to get the full recording.
You’ll hear from:
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
Wealth.com Regional Sales Manager with over 8 years of experience in client experience management, international sales, and operational strategy.
Trusted Estate Planning Solution for the Industry’s Leading Firms
