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Tag: trust

Why You Could Need a Trust

Posted on September 9, 2022November 8, 2022 by DT

Simple estate planning techniques include adding beneficiaries to retirement accounts and adding transfer on death (TOD) designations to after-tax accounts. When you use these simple techniques, assets will avoid probate and can be transferred directly to the named beneficiary when you die. When the beneficiary receives the proceeds, they are free to do whatever they want.

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