The WealthAbility Show with Tom Wheelwright, CPA cover image

Maintain Peace When You Die With A Living Trust

The WealthAbility Show with Tom Wheelwright, CPA

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What Are the Most Important Assets in a Joint Account?

There are certain things that you do want to go on the trust. Do not title an i r a in the name of your trust. Your iras are in your endofi. Theyare held during your lifetime in your individual name. And upon your own death, you have the opportunity to provide a death beneficialry designation for them.

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