husband and wife have all assets (EXCEPT RESIDENCE) jointly held with right of surveyor-residemce is put into a revocable trust with wife as only guarantor----should other jointly held assists also be listed in the wife,s trust?
Leonard walters
Answer
No. You would have to change title.
Answer
You really need to consult with an attorney to determine whether your financial situation justifies the transfers. The transfer to the trust is usually a probate avoidance matter. You need to determine whether the handling of assets in that fashion is better for you and your family.
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