Funding

We are excited to announce Attorney Raymond E. Brown has completed the Funding Certification program provided by the American Academy of Estate Planning Attorneys. This certification included a full day of comprehensive training on the ins and outs of changing ownership for a wide variety of assets for our clients’ living trusts.

A trust not properly funded is like a pen with no ink creating a probate nightmare. This is why our firm provides our clients full funding support to ensure their Legacy Wealth Plans protect their beneficiary distributions, and their asset management and protection choices.

Not sure if your trust is properly funded? We can help! Please call 443-554-9944 for a review meeting.