DW and I know we cannot designate beneficiaries to our joint brokerage account. Does that also apply to our family trust. If so should we leave it and hope we can change it when one of us dies?
Our family trust is the beneficiary of all other assets ie retirement accounts, savings accounts, and our residence.
[Topic title clarified by moderator ClaycordJCA]
Our family trust is the beneficiary of all other assets ie retirement accounts, savings accounts, and our residence.
[Topic title clarified by moderator ClaycordJCA]
Statistics: Posted by bstevlin — Thu Feb 15, 2024 8:27 pm — Replies 1 — Views 264