09/18/2026
đĄ Putting your home in a trust is just one piece of the puzzle.
A trust can help organize your assets, but it doesnât automatically address everything that could happen during your lifetime.
What happens if you canât make a financial or medical decision for yourself? Who will handle the mortgage, access your accounts, or make important healthcare decisions?
Thatâs why your estate plan may need accompanying documents such as powers of attorney and healthcare directives.
And remember: funding the trust matters too. If you want an asset included in the trust, it generally needs to be properly transferred into it.
Estate planning isnât just about what happens after youâre gone. Itâs also about making sure your wishes and finances are protected while youâre still here. đźâ¤ď¸