Uploaded January 2026 | Updated September 2026, 3 weeks ago
A trust is just an empty box until you actually move your assets into it. đźŹ
Many people pay for a trust but never "fund" it, which means the document is essentially useless when it's needed most.
This video walks you through:
Real Estate Title: Why your primary residence and investment properties must be retitled in the name of the trust.
Brokerage Accounts: The specific way to move your non-retirement investments to ensure they bypass probate.
The Funding Checklist: A simple guide to ensuring your trust actually works when the time comes.
Don't leave your trust empty. Watch the video now!
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS
A trust is just an empty box until you actually move your assets into it. đźŹ
Many people pay for a trust but never "fund" it, which means the document is essentially useless when it's needed most.
This video walks you through:
Real Estate Title: Why your primary residence and investment properties must be retitled in the name of the trust.
Brokerage Accounts: The specific way to move your non-retirement investments to ensure they bypass probate.
The Funding Checklist: A simple guide to ensuring your trust actually works when the time comes.
Don't leave your trust empty. Watch the video now!
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
#CFP #Financialplanner #retirement #retirementincome #IRS
