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Financial Planning / Tax Strategies


Subject:  Re: trust question Date:  6/26/2019  2:29 PM
Author:  vkg Number:  129410 of 130022

Unless there is another reason in the 'etc.' there shouldn't be any reason to put these accounts into the trust if you have them set up properly.


A major reason for a revocable living trust is to avoid a conservatorship in case of disability. All accounts except IRAs/401Ks should be in a revocable trust.

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