Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)
The Stacking Benjamins Show
00:00
Estate Planning
A lot of people pay OG for these expensive trusts to her point. Then they never, once they leave the attorney's office, they got that big old binder They don't do anything with it And the trust does not matter None of that great estate planning matters if you don't get it funded So that's what she's talking about, right? Yeah, I mean, specifically around the bank accounts,. It's rather unnecessary to put the bank account In the ownership of your day-to-day bank account as a trust. That will probably cause more headaches than it's worth. But the idea of having it be the beneficiary, the trust be the beneficiary of that account is super important
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