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Funding Your Life Insurance Into Your Living Trust

Funding Your Life Insurance Into Your Living Trust

by Amy Refeca | Sep 21, 2024 | Estate Planning, Funding, Incapacity, Insurance, Living Trusts, Probate, Revocable Living Trust, Special Needs Planning, Trust Funding, Trusts

Funding is the key to ensuring your Living Trust works for you and your family.  Most people who have trust have life insurance.  How do you make sure that life insurance proceeds are protected for your family?  You make sure that your life insurance is funded...
Trust Funding: Protect Your Home!

Trust Funding: Protect Your Home!

by Amy Refeca | Sep 12, 2024 | Estate Planning, Funding, Living Trusts, Real Estate, Revocable Living Trust, Trust Funding, Trusts

Trust funding includes protecting your home.  Let’s start by explaining “what is a trust.”  We have a few other resources here to explain that, also.  We’ll put a link at the bottom of this article for you with those resources. But a short way...
Trust Funding: How Do You Fund a Bank Account?

Trust Funding: How Do You Fund a Bank Account?

by Amy Refeca | Sep 9, 2024 | Bank Accounts, Estate Planning, Funding, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts

Trust funding is KEY to ensuring your living trust based plan actually works.  We have already posted about this in several posts.  You can check out this post on “what is trust funding” and this post on “why it is so important.” This post...
Trust Funding: Why Is This So Important To My Trust Plan?

Trust Funding: Why Is This So Important To My Trust Plan?

by Amy Refeca | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts

We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan.  But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
What does “Trust Funding” Mean: Revocable Living Trusts

What does “Trust Funding” Mean: Revocable Living Trusts

by Amy Refeca | Aug 30, 2024 | Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Real Estate, Revocable Living Trust, Trust Funding, Trusts

Trust funding is a topic we focus on quite a bit at Atlanta Wills & Trusts because, frankly, we think it is THE most important part of a trust based estate plan.  Because we think this, we felt that we should share some resources with everyone on this topic,...

What is a Trust = A Beautiful Wooden Box

by Amy Refeca | Feb 22, 2024 | Estate, Estate Planning, Last Will & Testament, Probate, Revocable Living Trust, Trusts

What is a trust?  This is a super common question we get at Atlanta Wills and Trusts.  It is typically followed up by a few additional questions.  Do I need a trust?  Do I need a will if I have a trust? Short answers: A trust is a beautiful wooden box.  You put things...
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Recent Blog Posts

Debt of a Deceased Loved One, the Family Isn’t Responsible To Pay It (unless they are also responsible).

Jun 6, 2025

A family is generally not responsible for the debt of a deceased loved one. But sometimes you can be and you don’t even know it!

How Much Does It Cost To Go Through Probate In Georgia?

How Much Does It Cost To Go Through Probate In Georgia?

Jun 1, 2025

How much does it cost to probate your loved one’s estate in Georgia? Well, it depends.

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