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So You Have A Trust Now What (How to Fund It) With Anne Rhodes
In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust:
- How to fund it
- What accounts/investments should go in
- What should be named in the trust vs beneficiary
- And much more
This is a really important topic as way too many have unfunded trusts out there.
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By Thomas Kopelman
4.7
6464 ratings
In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust:
- How to fund it
- What accounts/investments should go in
- What should be named in the trust vs beneficiary
- And much more
This is a really important topic as way too many have unfunded trusts out there.
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