• Skip to primary navigation
  • Skip to content
  • Skip to primary sidebar

Farmers and Merchants Trust Company

Trusted since 1920

Main navigation

  • About Us
    • Our History
    • Who We Are
    • Our Team
    • Contact Us
  • Locations
    • Long Beach Office
    • Laguna Hills Office
    • Torrance Office
    • Santa Barbara Office
    • Newport Beach Office
  • Services
  • FAQ
  • Community
  • Login
    • Login
    • Sign Up

August 25, 2017

Funding Your Living Trust (Summary)

Assets You Probably Want in Your Living Trust

  • Real property (home, land, other real estate)*
  • Bank/credit union accounts, safe deposit boxes
  • Investments (CDs, stocks, mutual funds, etc.)
  • Notes payable (money owed to you)
  • Life insurance (or use irrevocable trust)
  • Business interests, intellectual property
  • Oil and gas interests, foreign assets
  • Personal untitled property

Assets You May Not Want in Your Living Trust

  • IRA and other tax-deferred retirement accounts
  • Incentive stock options and Section 1244 stock
  • Interests in professional corporations

Primary Sidebar

Services

  • PERSONAL TRUST MANAGEMENT
  • INVESTMENT MANAGEMENT
  • CHARITABLE TRUST MANAGEMENT
  • FOUNDATION & ENDOWMENTS
  • AGENTS FOR TRUSTEE
  • IRA & EMPLOYEE BENEFITS
  • REAL ESTATE MANAGEMENT
PRIVACY POLICY | TERMS OF USE
Copyright © 2022 - F&M Trust
A message from F&M Trust President regarding the Coronavirus.
Read More