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Ehh E-Trade required us to have accounts with them for the split (and then you could ask for transfer out immediately). Didn't seem too weird to me. On the other hand I was doing all the paperwork, not a 3rd party company.
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Sep 6, 2023 03:26
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I think this has to heavily depend on state and amount/type of property. But I honestly couldn't figure out why I would need a trust when I can do transfer on death deeds and beneficiaries on brokerage/bank/retirement accounts. My mom having a trust set up that she had just "amended" by scribbling account numbers on just made things way more complicated.
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Nov 23, 2023 06:08
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