Personal Finance (Not Investing) • Revocable trust or Will, in California?

If taxable accounts (banks, brokerages) and retirement accounts all have primary and contingent beneficiaries, is a trust even useful?
Maybe useful just for the house? Or maybe not? see link below..
https://saclaw.org/resource_library/cal ... your-home/

Statistics: Posted by p1db — Wed Oct 23, 2024 11:30 pm — Replies 8 — Views 205

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