My husband and I have set up a trust for children in our wills and are trying to follow up and name this trust as secondary beneficiary (first beneficiary being each other) for our various assets. So far I have taken care of 401ks, IRAs, and life insurance, but I tried to do this for a brokerage account and was told that there are no beneficiaries for a brokerage account. Does this sound right to you? So any money in this brokerage account will pass directly to our children, bypassing the trust?Thanks for any help!Kim
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