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UPCOMING WEBINAR

How to Help Clients  Fund Their Trusts and Avoid Costly Mistakes

DaveBlueBG

Dave Haughton

Sr. Corporate Counsel

EvaBlueBG

Eva Deniz

Client Success Manager

Date & Time:
March 5, 2025  |  10am PT / 1pm ET


Many clients assume that creating a trust automatically protects their assets—but an unfunded trust leaves them exposed to probate, taxes, and legal complications. Transferring the wrong assets can cause just as many issues.

As a financial advisor, you can help clients avoid costly mistakes by ensuring their estate plan works as intended. Knowing which assets to retitle, when beneficiary designations take priority, and how to address common pitfalls makes all the difference.

Join Dave Haughton, Senior Corporate Counsel at Wealth.com, and Eva Deniz, Client Success Manager, for a practical discussion on simplifying trust funding and guiding clients through every step. Bring your questions—there will be time for live Q&A!

What You'll Learn:

  • Which assets belong in a trust—and which don’t
  • How to fund key assets like real estate, brokerage accounts, and business interests
  • When beneficiary designations take priority over trust funding
  • How to spot and fix funding gaps before they create problems

Can’t make it live? Register now, and we’ll send you the recording.