If you do not take the time to transfer your assets as recommended by your attorney, your trust will not operate as you intend. This may result in your assets going through probate or to individuals in an unprotected manner. It is crucial to take the time to fund your trust. Many attorneys will assist you with this process if needed. Generally, there are additional fees for such services and you may still need to communicate with your financial institutions directly before they will work with your attorney on your behalf.
My attorney recommended I place certain assets in my trust. I don’t feel like I have the time to do this as I have three small children and am busy. What would you recommend?
About Swier Law Firm's Estate Planning & Probate Practice Group
Swier Law Firm has a nationally recognized practice in estate planning and probate law and handles the following types of cases:
- Estate Planning: Wills & Living Trusts
- Legacy Planning
- Family-Owned Businesses & Farms
- Powers of Attorney & Living Wills
- IRA & Retirement Planning
- Asset Protection & Business Planning
- Special Needs Planning
- Trust Administration & Probate
Take a look at our valuable estate planning books and articles. Our materials are full of tips and advice. All materials are written by the law firm's nationally recognized estate planning attorneys and provide detailed South Dakota-specific information designed to help anyone with estate planning issues. You can request your free copy by clicking on the book cover below.
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