03/23/2026
One of the most common estate planning misconceptions we encounter is that people believe their assets are automatically protected once a trust is created. However, that’s not the case. A trust must be properly funded to be effective, which means that you need to transfer the assets you want to protect into it. Without that step, those assets will likely still go through probate.
If you would like to set up a trust or have questions about an existing trust, we’re here to help. Give us a call, and we can find a time to connect.