[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]
Re: truncated trust name
- To: noelle
- Subject: Re: truncated trust name
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Sun, 06 Jan 2019 08:53:35 -0800
- Keywords: cut-off,shortened,full
> From: http://dummy.us.eu.org/robert (Robert)
> Date: Sun, 30 Dec 2018 20:01:24 -0800
>
> 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.
So?