Why Your Living Trust Needs Its Own Bank Account
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
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Setting up a living trust is only step one. If you haven't opened a bank account in the name of your trust, your assets might still end up in probate. In this episode, I explain why funding your trust matters, how to title accounts correctly, and the simple steps to open a trust bank account. Whether you're just getting started or updating an older estate plan, this one detail can make all the difference when it comes to protecting your legacy, avoiding court, and keeping your family out of probate.
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