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Funding your Living Trust
Your recently drafted Living Trust will not work if your assets are not properly transferred from your name into the trust. Unfortunately many people go through the trouble and expense of establishing a Living Trust and for one reason or another do not transfer their property to it. If the property is not in the trust, you will not achieve your goal of avoiding probate.
We will properly transfer your assets consistent with your trust document and will monitor the transfer procedure throughout the entire process.
For more information, contact John Power, CPA, CFP® at 708.460.4854 or firstname.lastname@example.org.
The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.
*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution, these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.