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SamDabbers
May 26, 2003



Trusts are legal entities that can own assets. Vanguard or Fidelity don't have special "trust" accounts, but some types of accounts kept with them can be owned by a trust, as can other types of property such as real estate or vehicles. An estate planning lawyer can help you determine how your trust should be set up, write and file the paperwork, and get your assets retitled into the trust. It's probably a bad idea to try to DIY your own trust unless you have expertise in that area.

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