What to Include and Exclude from Your Trust
Include in Your Trust:
✅ Real estate
✅ Financial accounts
✅ Personal property
✅ Mineral rights
✅ Your business, LLCs, and partnerships
Exclude from Your Trust:
✅ Certain retirement accounts (to avoid tax issues)
✅ Some vehicles (to protect the trust from liability)
Make sure everything in your trust is titled in the trust’s name or list the trust as the beneficiary for bank accounts and life insurance policies.
You can also assign ownership interests to LLCs and businesses.
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