Hi Mark & Mat,
First off, both my RLT & LLC were created by KKOS. I’ve received multiple comments regarding everything down to the type of paper used!! Kudos on providing such an excellent product ![]()
My question:
I have personal bank accts & personal stock accts, life insurance, etc.. wherein my children are the beneficiaries.
Do I need to go through the process of switching the beneficiary of these various accounts over to my trust - given that my kids are the beneficiaries of my trust?
Thank you ![]()