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LocationBeneficiary Setup
#RI-69a83ea7·4 months ago·
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Lookback: 3 months

“Setting up trust as beneficiary on personal accounts”

I set up my trust as beneficiary on all personal accounts to ensure my kids inherit my wealth

What I wish I knew
"I wish I had done this sooner to avoid any potential complications"
If I could tell you one thing
"Consult with an estate planning lawyer to ensure proper beneficiary setup"
0
2/10
Positive or neutral outcome.
Would make the same decision again.
SettledMixedSevere

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Location Category
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Location decisions logged. Avg regret 3.8/10 across the category.
Same Outcome Band
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of Location decisions land in the settled band the same as this one.