Once you’ve created your Trust documents, there are three important steps to consider. First, you’ll need to sign and execute your Trust documents. Second, you’ll want to fund your Trust with your most valuable assets. Finally, you’ll want to perform periodic check-ups to ensure that your Trust is up to date.
Fee-Only Financial Advice
Trishul Patel is a Hummelstown, PA Fee-Only wealth manager serving clients locally and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.
How Can I Help You?
Be Your Own Boss
We advise high-performing professionals in search of financial freedom sooner rather than later.
Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.
Stay on top of your finances with this free Financial Check-up Guide.
- Ongoing Financial Planning
- Starting at $150/month*
- Billed Monthly
- Continual Support
- Year-Round Access
- Ongoing Investment Management
- Starting at $175/year*
- Billed Quarterly
- Hands-On Management
- Long-Term Focus
- Financial Check-up
- Starting at $400*
- One-Time Fee
- Pressing Financial Issues
- Quick Turnaround
Simple Strategies. Sound Science.
* Note: Fees contingent upon complexity and assets involved in your specific situation.
Get Started Today
I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.
Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.
Check Out Our Latest Podcast Episodes
#23. Molly Laughter: How to conquer debt and still get ahead. – The Mind Money Spectrum Podcast
Find peace of mind with our professional and one-on-one service.
Get Started Today
We might be in the thick of things from many perspectives, and without doubt, disruption to daily life around the planet continues unabated. Given all this, in this post, we’ll cover where we are, how we got here, and where we might go from here.
Now that we’ve explored some key differences between Wills and Trusts, and we’ve covered some important terminology, let’s look into why a Revocable Living Trust might make sense for you.
Finance is often simple concepts and easy math wrapped around complicated lingo and terminology. The same goes for Estate Planing. This post will break down some of the most commonly used terms and phrases that you might encounter as you build and create your Estate Plan.
Wills and Trusts are common terms, but they do not mean the same thing. Each has its own use and purpose, but improperly substituting one for the other can leave your estate in hot water.
Seeking Advice 101 (Part 1) Key Points The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of…