• 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

Which assets should I put in my trust?

The general idea is that all of your assets should be in your trust. However, as we’ll explain, there are a few assets you may not want in, or that cannot be put into, your trust. Also, your attorney may have a valid reason (like avoiding a potential lawsuit) for leaving a certain asset out of your trust.

Generally, assets you want in your trust include real estate, bank/saving accounts, investments, business interests and notes payable to you. You will also want to change most beneficiary designations to your trust so those assets will flow into your trust and be part of your overall plan. IRAs, retirement plans and other exceptions are addressed later.

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 © 2021 - F&M Trust
A message from F&M Trust President regarding the Coronavirus.
Read More