qbteachmt
Level 15
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This topic is the first time I've read that someone put the IRA in their trust's name; that would have cost a pretty penny and whoever gave them that guidance should be sued for malpractice.

The main issue I've seen is the lack of retitling property or assets that have no provision for designating a beneficiary(ies) into the revocable trust. After death, the trust is found to be a shell.

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