顶！解释得很精辟

来源: 越王剑 于 2010-10-31 08:50:42 [] [旧帖] [给我悄悄话] 阅读数 : (245 bytes)
本帖于 2010-10-31 10:37:25 时间, 由普通用户 jy101 编辑
回答: the incomplete idiot's guide to Living Trust 由 jy101 于 2010-10-31 07:49:58

IRA/401K,etc. Have designated beneficiaries that will overwrite will and/or living trust. So no need to put them in the trust.

For many people whose net worth are under 2mil don't need to consider estate tax (at least for now).

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• what about regular bank/brokerage accts then? thanks. -美西游子- ♀ 给 美西游子 发送悄悄话 美西游子 的博客首页 (73 bytes) () 10/31/2010 postreply 13:16:09

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