Why Funding Your Trust Protects Your Assets

Tuesday, May 25 | 10AM-11AM | ZOOM Webinar

In this Zoom VIRTUAL workshop, you will learn:

Overview of the Trust Funding Process
3 Pitfalls of not re-titling assets into a trust
How to verify assets are funded
When to review and update your funding

Presented by

Stacey Williams and Kate Cook

About the Presenters: Stacey Williams and Kate Cook have many years experience funding estate plans for our clients. They share a passion for customer service and making sure that we make the rules work for people who play by the rules. Aside from a comprehensive estate plan, funding is the most important part of making sure that our clients protect what they have worked hard for.

See all of our Educational Series workshops >

REGISTER Now!

Sign up now and join us for this Educational Series ZOOM Webinar. Once you have registered, you will receive an email with details on how to access the webinar.

Tuesday, May 25 at 10AM

Two hours that can change your life.

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
Sue Van Sluyters
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
Sally Brown
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
Mike Visser
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Dorothy Kelley
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
Linda & Gary Yakubowski
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Robyn Bolle
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
Patti Smith
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.
Delores