GorillaBoze
Junior Member
What is the name of your state (only U.S. law)? Kansas
My wife and I just finished our trust documents. We have changed the ownership of out non-qualified brokerage accounts to our joint revocable trust. We each own a non-qualified variable annuity. Should we change the ownership of these annuities to our trust? If so, then who would be list as the annuitant and the beneficiary?
-Chad
My wife and I just finished our trust documents. We have changed the ownership of out non-qualified brokerage accounts to our joint revocable trust. We each own a non-qualified variable annuity. Should we change the ownership of these annuities to our trust? If so, then who would be list as the annuitant and the beneficiary?
-Chad