top of page

Your $4,000 Trust is Garbage

4 days ago
1 min read
A trust is only as good as what is actually inside it. Craig at Sage Rutty explains the most common and costly estate planning mistake he sees: a beautifully drafted trust that was never funded, meaning deeds, beneficiary forms, and taxable accounts were never retitled into it. Without that step, even a flawless trust document provides zero protection. He walks through why confirming the funding is just as important as the drafting itself.

 
 
 

Comments


Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC
bottom of page