Basics of Trust Funding--Part 1 of 2

What should go into a revocable living trust?

Do bank accounts?

IRAs and 401ks?

What about real estate?

In this recorded session from a basic estate planning conference, Jeff reviews the different types of assets with the attendees, different nuances, and even provides examples from his own practice. PART 1 of 2. #estateplanning #revocabletrust 

Check out the YouTube video version here.