The Long Game
The Long Game
Thomas Kopelman and Jacob Turner
So You Have A Trust Now What (How to Fund It) With Anne Rhodes
30 minutes Posted Sep 22, 2023 at 5:06 am.
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Show notes

In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust:

- How to fund it

- What accounts/investments should go in

- What should be named in the trust vs beneficiary

- And much more

This is a really important topic as way too many have unfunded trusts out there.