386: Estate Planning Series Part 3: Funding and Maintaining your Revocable Trust
Main Street Business
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The Piano, I've Had the Weirdest Things, You Know What I Mean?
mat sornson: Any contractual income you have, or sad or rite to something, you want to make sure that your trusk can step in and, boom, grab it when you're gone. If you've got an i r a, four one k, h s a cover carotype of te count, grouping all those together, you have a beneficiary designation That says, upon your passing, who gets my ira? My four one k? Now, we love having your trust involved, but if you've got ouse, my general recommendation, and this is most advisers that are savy on this stuff,. We like to have your spouse first, if you have one
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