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.
Buy More I Bonds in a Revocable Living Trust
You can buy more I Bonds at TreasuryDirect in a trust. The trust can have the same tax ID, email address, and bank account as your personal account.
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.