WHY IS IT IMPORTANT TO TRANSFER ASSETS INTO A TRUST?

The assets you transfer to the trust will avoid probate. This saves time, money, and achieves privacy for your estate.  Assets are transferred into the trust by changing title from you individually to you as trustee of your trust.  It is not sufficient to just list assets on the schedule or exhibit attached to the trust.  You need to change title to your assets from you individually to you as trustee of your trust.         

Note: The above is general information and you should consult with an attorney to answer your personal questions and to have your estate plan drafted.  Please feel free to give us a call at (619) 588-2828.