Episode 158 (Yiddish): וויאזוי צו אינוועסטען ווען דו קענסט נישט ניצן דיין נאמען

Tell me how to open a portfolio on a trust brokerage account. The owner by the way557212 text. So address. Lawyers, account for many lessons of the options markets.com/blog c a i m e k s e i n.com/b blind concept on whatever owner corporation. A corporation shareholders ownor the idea. assets. The trust is kinder for whatever reason. Ve protection invest investments account. Unfortunately, a cooperation shareholders. So, Fore 100% in control is irrevocable trust. So irrevocable trust. AR involved mention involved in the trust number one is the grand the donor the grand for the trust. This is number one. Number two is the beneficiary. The trust investments number three is the trustee. Responsible language is a trust basically is a document. They document rules like the document rules the grandfene XYZ whatever the beneficiary. So mechan as tight or as loose as you want. Yes. The trust in revocable trust of the trust is you know what the trustion the point is I push Okay. and the beneave for the benefit. The second is irrevocable. tax ID number select ID number. is the trust document the guilt in the trust beneficiaries. The beneficiaries benefici as in the trust paragraph as the trust is going for the benefit. Yeah, the The job from the trustee is education. other. So for the benefit for the outright million account for the benefits Yet the trust can invest in the guilt in the S&P 500 in brokerage accounts options wherever is real estate with the trust side I mentioned life insurance their life insurance can aust the ownership the owner and the owner is the trust ownering the beneficiary lawyers. is aligned. This is the tax ID number from the trust. But the point is the grtor inside the trustee owners ownership from the trust. ownership. So the checks for the investment decisions for the trust responsible most of the time any problem is the beneficiary rules. letteration. Okay. For the point is protected as the guilt is in control in the brokerage account existing life insurance bank account. Try as much as possible to follow on the rules from the trust bank account. Now, how do I open my portfolio on a trust? I have a trust for something else. Okay. Fine. So, Open an account. Open austidity complicated. But very complicated gave him the trust documents. And by the way, when they have bank account for the trust gave the trust documents for the bank account. By the way, the website fidelity.com/open minus this account slash trust. Okay. Fidelity.com/open minus account/trust fidelity account brokerage account for a trust service. So this is protecting assets. Okay. lawsuit in protecting mini lessons the options market.com/blog bl The wisdom for your will.