Uploaded February 2026 | Updated September 2026, 3 weeks ago
Free guide - wealthrb.com/guides/should-i-consider-a-trust
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Most people think creating a trust means their estate plan is done, but that’s where they get it wrong. Today, we’re breaking down the one step almost everyone misses: actually making the trust work. That means moving assets into it or naming it as the beneficiary. Without that, your estate plan is basically paperwork. We’ll cover what should be transferred, what absolutely shouldn’t (like retirement accounts), and how to properly align things like real estate, business interests, life insurance, and non-retirement accounts. Bottom line: signing the documents is only half the job; funding and aligning the trust is what makes the plan actually do its job.
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#retirement #taxes #invest #retirementincome #retirementsavings #retirementplanning
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
Free guide - wealthrb.com/guides/should-i-consider-a-trust
Schedule a consultation with Rob oncehub.com/rbwealth-YT
Most people think creating a trust means their estate plan is done, but that’s where they get it wrong. Today, we’re breaking down the one step almost everyone misses: actually making the trust work. That means moving assets into it or naming it as the beneficiary. Without that, your estate plan is basically paperwork. We’ll cover what should be transferred, what absolutely shouldn’t (like retirement accounts), and how to properly align things like real estate, business interests, life insurance, and non-retirement accounts. Bottom line: signing the documents is only half the job; funding and aligning the trust is what makes the plan actually do its job.
🔔 DON'T FORGET TO SUBSCRIBE to catch our latest retirement strategies
🧑💻 Check our library of free guides - wealthrb.com/financial-guides
🔗 Follow us on Social Media
Instagram instagram.com/rb_cfp
LinkedIn linkedin.com/in/bacharachwealth
Twitter "X" https://x.com/wealthRB
#retirement #taxes #invest #retirementincome #retirementsavings #retirementplanning
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
