by Vision Wealth Partners

A trust is a common estate planning tool that can manage the distribution of your assets during your life and in the event of your death or incapacity. But as effective as trusts can be in managing assets, they can be completely ineffective if not properly funded.

Jason Weszka discusses considerations in trust funding.

###

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. All indices are unmanaged and are not available for direct investment by the public. Past performance is not indicative of future results.

All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses.