We have had a trust for quite a number of years. I've recently discovered our annuities were never placed into the trust. We had initially done the trust to help protect our assets if one of us had to be placed in assisted living or in a nursing home. Our trust was drawn up in another state. We now live in Nevada. Could I just call the attorney that did the trust and have them placed in the trust? Or could I just contact our financial advisor and have them placed in the trust? Or do I need an elder attorney? This had all been done before my husband developed Alzheimer's.
I've seen in our trust book there are areas for us to add things into trust as we go along. Is this really legal?
Get out the paperwork and have a lawyer take a look at it for you. Also review any notes that you may have from your original lawyer consultation.