Main Street Business cover image

#432 Answering the Difficult Questions When Estate Planning

Main Street Business

00:00

How to Choose a Name for Your Trust

In many states the trustee still has to be listed. So that means your name gets thrown on there as you're moving assets into your trust. You can come up with the name you want. Some instances it gives you privacy. The equation could be a little different upon the second to die. And so really know that you've got a lot of flexibility and you can unpack it in a lot of different ways.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app