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Should I Put My IRA in My Living Trust?
Usually, no—but the word “put” causes a lot of confusion. You generally do not transfer ownership of your IRA into your living trust the way you might transfer your house or a regular brokerage account into your trust. But you can name your living trust as the beneficiary of your IRA when you die. Those are two very different things. For many married couples, a common starting point is: IRA stays in your individual name → spouse is primary beneficiary → children or a properly
Aug 157 min read


We Resented Her for Years After Dad Died. This Past Father’s Day Brought It All Back… and Changed the Story.
Father’s Day card and house key on empty family dining table symbolizing inheritance, family conflict, and property tax consequences in California estate planning We resented her for years after Dad died. She was always Dad’s favorite. We all knew it. Worst of all, she knew it too. We just never dealt with it properly. We pushed it down. Ignored it. Like junk you shove under the fridge and hope you never have to see again. Until it all comes back out on moving day. She Got t
Jun 273 min read
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