It’s Not Enough to Create a Living Trust: It Has to Be Funded

One of our clients had a recent situation with her aging parents which, unfortunately, is not uncommon. They had been proactive and had created a Living Trust some 20 years earlier, when they were in their 70s, still active and alert. When she went to visit them last winter, they … Continue reading It’s Not Enough to Create a Living Trust: It Has to Be Funded