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truncated trust name
- To: noelle
- Subject: truncated trust name
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sun, 30 Dec 2018 20:01:24 -0800
- Keywords: cut-off,shortened,full
I think you specified a beneficiary for your Allegis/Wells Fargo 401k and
your American Funds 401k, and I think one or both these truncated the
trust name. What I did was add a contingent beneficiary so that, upon my
death, it would roll over to you if they cannot move the money into the
trust.
I think you should do the same thing so that some of that money doesn't
have to through probate before being dispersed.
We can do this together if you want.