06/02/2026
π A Living Trust Is Only Effective If It's Properly Funded
Creating a living trust is an important first step but it's not the last step.
A trust can only help manage and protect assets that are actually transferred into it. That may include your home, investment accounts, business interests, personal property, and more.
Many people assume that simply signing trust documents means all of their assets are covered. Unfortunately, that isn't always the case.
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Review your assets regularly
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Confirm ownership and beneficiary designations are up to date
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Make sure your trust reflects your current goals
A well-funded trust can help your loved ones avoid unnecessary delays, expenses, and complications in the future.
π Questions about your estate plan? We're here to help.
Gateville Law Firm
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