Jul 17
You created a trust. Great.
But did you fund it?
A trust only works if your assets are actually transferred into it. Otherwise, it may not do what you created it to do.
👉 Watch this quick video to learn why trust funding matters.
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You created a trust. Great.
But did you fund it?
A trust only works if your assets are actually transferred into it. Otherwise, it may not do what you created it to do.
👉 Watch this quick video to learn why trust funding matters.
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Think your family inherits your debt when you die?
Not usually.
But your debt can affect what your loved ones inherit and that's where a lot of families get caught off guard.
👉 Read more before the collection calls begin. https://tinyurl.com/debt-after-death
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What Is a Will in Ontario and Why Does Every Adult Need One?
A Will is one of the most important legal documents every adult should have. It allows you to decide how your assets will be distributed, appoint an executor, and help protect your loved ones according to your wishes. Without a valid Will, Ontario law determines how your estate is managed and distributed, which may not reflect your intentions.
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Avoiding Multi-State Probate
Multi-state probate doesn't just double the paperwork. Every extra state adds administrative layers that delay distributions, spike professional fees, and overwhelm grieving families. Don’t leave your heirs stranded cross-country—plan ahead!
Eric Felsenfeld Ameriprise Offers Tips For Strategic Wealth Preservation
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Do You Need a Living Trust?
A Living Trust can help California families avoid probate, simplify the transfer of assets, and provide peace of mind for the future.
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