The linked article illustrates what can happen when a trust is not properly funded and maintained. Clients on our Client Maintenance Program receive ongoing funding assistance, and may attend our Trust Funding Workshop.
Imagine your spouse is ill, and you meet with an estate planning attorney to get your family affairs in order. Your attorney drafts a trust document and a will. You and your spouse sign it. You think everything is fine.Your spouse passes, and shortly after that, you find that the accounts are not set up to transfer the way you both intended. Everything is not fine. Can this happen?Yes, and it happens all the time.