Retirement accounts cannot go inside of a trust while you are alive.
Passing It On: Estate Planning for Families · Michael Pevney
August 14, 20242m 31s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com retirement accounts cannot go inside of a trust while you are alive. Sometimes they can be inherited by a trust if the trust is a beneficiary of those accounts. #401(k) #Pension #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty