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  1. Trusts: Re: What Do I Use for the Trust Tax Id and Date on a Beneficiary Form (Testamentary W

    Thanks for your response. I do believe there is a way to list the trust. Testamentary trust seems to be a commong and viable tool to accomplish my goals

    In the interest of brevity, I left out a...
  2. Trusts: How to Designate a Testamentary Trust as a Beneficiary of Financial Accounts

    My question involves estate proceedings in the state of: VA

    I created a simple will designating that a Testamentary Trust be created for each of my children. I am now going through my financial...
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