Melissa Negrin-Wiener on Things You Should Never Put in a Living Trust

Melissa Negrin-Wiener’s insights were recently featured in a GoBankingRates article titled: I’m an Estate Planner: 4 Things You Should Never Put in a Living Trust.

A living trust may hold almost any type of asset, including:

• Cash.
• Title to your home.
• Bank accounts.
• Certificate of Deposit (CD) accounts.
• Stocks.
• Brokerage accounts.
• Mutual funds.
• Annuities.

However, there are several assets that should not be placed in a living trust including the following:

• Qualified Retirement Accounts
• Health Savings Accounts (HSAs)
• Life Insurance
• Accounts You Need to Regularly Access

To read the full article visit GoBankingRates.