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Asset Transfers

The following are general guidelines to follow when titling assets in the name of your trust. Only utilize these guidelines if your Creative Planning Legal attorney has advised you that they pertain to your specific case.

See your Billfold Card for the specific name of your trust.

Life Insurance

 
Real Estate (Residence, Second Homes, Rental Properties, Farmland, etc.)

 
Stocks, Bonds, Mutual Funds

 
Non-Publicly Traded Corporate Stock

 
Retirement Plans (IRAs, 401ks, SEPs, SIMPLEs, Pension, etc.)

 
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