386: Estate Planning Series Part 3: Funding and Maintaining your Revocable Trust
Main Street Business
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I Don't Want to Go Through Probate With My Retirement Account
You've got to update your retirement account beneficiary so that it goes to the trust. Your children, young or old, may not be in the right skill set, mind set, life set, situation for a retirement account. You can't have some controls in there, if you want, about when they get the money. The only one that retirement accounts, where i say list spouse first and then trust, is just because there's spouse o roll over rules on reatirment accounts.
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