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My husband created a trust before we met. Everything, including his IRAs, was placed in the trust’s name. When we married, he amended the trust, made me the executor, and left me 75%, with the remaining 25% going to his sister. Is that fair?
Should his brokerage accounts be payable-on-death or transfer-on-death? Is there an advantage to one over the other? Also, his home is included in the trust, but he sold it and used the proceeds to buy our house, which is titled in both our names with the right of survivorship.
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