Episode Details
Back to EpisodesRetirement accounts cannot go inside of a trust while you are alive.
Published 1 year, 9 months ago
Description
Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
retirement accounts cannot go inside of a trust while you are alive. Sometimes they can be inherited by a trust if the trust is a beneficiary of those accounts. #401(k) #Pension #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
www.ocestateplanlawyer.com
retirement accounts cannot go inside of a trust while you are alive. Sometimes they can be inherited by a trust if the trust is a beneficiary of those accounts. #401(k) #Pension #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty