This is amazing. I’m personally on a consolidation spree with everything in Fidelity. I’d like to understand why would your personal accounts be owned by Trust?
This is amazing. I’m personally on a consolidation spree with everything in Fidelity. I’d like to understand why would your personal accounts be owned by Trust?
This is amazing. I’m personally on a consolidation spree with everything in Fidelity. I’d like to understand why would your personal accounts be owned by Trust?
I very much want to avoid anything needing to go through California probate! Check out this post on the topic: https://www.faangfire.com/p/you-need-an-estate-plan?r=8tqoq&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false and make sure to update your beneficiaries!