Future Financial Resource Group
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Wisconsin Medicare Insurance

Funeral Trust "Portability"

Before you buy any funeral trust, the key is to ensure that the trust is "portable." That means that your funds will be available for use at any funeral home in any state. There's no "lock-in" to one funeral home and your trust can be flexible as your circumstances change.

Your Life Changes – Can Your Funeral Trust Change, Too?

Circumstances in life change; many times people move to be closer to family. You may want to make arrangements with a funeral home in your new city, but will the Trust that you created with your previous funeral home be portable? What will need to be done to be able to access those funds? Will there be a penalty?

If Your Funeral Home Changes Ownership - Now What?

In recent years, many smaller funeral homes have consolidated or sold out into larger corporations that run dozens of them. The local funeral home where you set up your irrevocable funeral trust may have changed ownership and is now owned by a national chain. You would like to have the flexibility of planning your funeral at a funeral home of your choosing. It's unlikely that the new owners will refund your money and allow you to make plans elsewhere.

Is a Funeral Trust Portable If Bought from a Funeral Home?

Irrevocable funeral trusts that are purchased through a funeral home work the same way as all others sold with ONE BIG EXCEPTION, your funeral service may have to be with funeral home that sold you the trust. This is fine for some, but as life changes, there are reasons that this does not work for everyone.

Irrevocable Funeral Trusts Sold by Insurance Companies

With a Funeral Trust purchased through an insurance company, your Trust will be portable anywhere in the country. Any Funeral Home can be chosen and the bills are sent directly to the company holding your Trust. Any excess amount is sent to the estate of the policy owner.

Irrevocable funeral trusts sold by Future Financial Resource Group are portable offering flexibility if your circumstances change. Call us today for more information.

Medicare Supplement Insurance Plan Disclosures

Neither Future Financial Resource Group nor the Medicare Supplement insurance policies it sells are connected with or endorsed by the U.S. government or the federal Medicare program.

Plans may be available to persons eligible for Medicare by reason of disability. All plans may not be available in your state/area. Call to receive complete information including benefits, costs, eligibility, requirements, exclusions and limitations.

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Phone: 262-243-4600 · Fax: 262-243-4610 · Email: info@ffrg.net

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