You set a second owner or beneficiary when you buy I Bonds in TreasuryDirect. You can still add a joint owner or change the beneficiary at any time.
Create a Simple Revocable Living Trust with Software for I Bonds
It’s easy to create a simple revocable living trust with DIY legal books and software. You can buy additional $10,000 in I Bonds per year for each trust.
Authorize A Family Member To Access Your Accounts
Even though you may have signed a broad Durable Power of Attorney, financial institutions often have their own process to give access to another person.
Maintaining and Executing An Estate Plan
Real life experience and learning from maintaining and executing an estate plan.
Switching Brokerage Account Into A Trust: Fidelity, Vanguard, Merrill Edge
Just having a trust document doesn’t do much. You need to put accounts under the trust’s name. I walk you through for how we did it with Fidelity, Vanguard, and Merrill Edge.
Will and Trust Through Employer Legal Plan
Using the legal plan through an employer works for simple estate planning.
Gift To Adult Children’s Roth IRA
Can you contribute to your adult children’s Roth IRA? Yes, but …