For each client, an excel spreadsheet of their assets is created. We review it with you throughout the process to make sure all your assets are on it. In the past, clients have forgotten about a vacant lot in Arizona, an undivided interest in a cabin or U.S Savings bonds sitting in a safe deposit box. If one asset is forgotten and not titled properly, probate will be looming in the future.
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If you’re interested in learning more about funding your trust and crossing the “goal line,” please call Marty Bodnar, Ann Arbor estate planning attorney at 734-665-4441 or email him at mbodnar@psedlaw.com.
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