From The Retirement Nerds.
In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust. Your Trust is worthless if you have not properly funded the trust.
Jim walks through the 7 key types of assets that should go into your trust and explains exactly how to fund each one, including:
1. Real Estate
2. Bank Accounts
3. Brokerage Accounts
4. Life Insurance
5. Retirement Accounts
6. Personal Property
7. Business Assets
📌 If you’ve created a living trust (or are thinking about it), but haven’t funded it properly — this video is a must-watch. Discover how to avoid probate, protect your legacy, and make sure your trust actually works when it’s needed most.
ESTATE PLANNING 101 VIDEO
WANT TO SET UP YOUR OWN TRUST?
Jim and his team can complete your estate plan in all 50 states.
https://easylegalplanning.com/
Or, reach out to me to connect you to Jim.
Erik@TheRetirementNerds.com
MORE RETIREMENT RESOURCES:
https://TheRetirementNerds.com/
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⏰ TIME CODES ⏰
0:00 Introduction
1:19 What Funding Means
1:45 7 Types of Assets
3:21 Real Estate
7:35 Bank Accounts
12:51 Brokerage Accounts
15:55 Life Insurance
18:45 Retirement Accounts
21:52 Personal Property
25:10 Pour-Over-Will Clarification
27:41 Business Assets
29:40 Final Summary
32:37 Where to Get Help
33:28 Make it Easy
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#estateplanning #theretirementnerds #willandtrust #retirementnerds
Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
