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Funding Assistance

What do you need to know?

What are some of the assets that should be included in your Trust?

  • Real Estate

  • Businesses

    • Sole Proprietorships

    • Partnerships

    • Limited Liability Companies

  • Bank Accounts 

    • Checking

    • Savings

    • Money Market

    • Certificate of Deposit

  • Investment Accounts

    • Stocks

    • Bonds

    • Brokerage Accounts

    • Mutual Funds

We will also discuss how to handle your Retirement Accounts and Life Insurance Policies.

At Schneider Rasche LLC, we are here to help you through the entire process of getting your financial affairs into place. This is one of the most important steps in the estate planning process. Call us today to get your estate plan put into place at (503) 241-1215 or contact us online. 

financial planning

Even the best estate plan can become obsolete if it has not been properly funded. We will assist you in getting your assets put into the name of your Revocable Living Trust. Which will ensure that your assets will be passed on to your loved ones.

Preserve your wealth

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