Investment
Explore how investments fit into estate planning. Learn about trust funding, tax considerations, and wealth transfer strategies for your investment portfolio.
What types of investments can be placed in a trust?
Most investment types can be transferred into a trust, including stocks, bonds, mutual funds, ETFs, real estate, and business interests. Each investment type has different transfer procedures and tax implications. Understanding these differences helps families make informed decisions about which assets to include in their estate planning strategy.
