Talk of The Villages Florida - View Single Post - Living Trust Recommendation
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Old 08-24-2020, 08:12 AM
FredJacobs FredJacobs is offline
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If your Living (Revocable) Trust is prepared correctly, you do not need a will. Make sure that you do not place any items that have a beneficiary - such as life insurance policies, annuities, etc. in the trust. They pass tax-free to the beneficiary. Putting them in the trust will make them taxable.