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Being a Beneficiary
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May 6, 2022 -- How to Open a Beneficiary Bank Account (5:59 )
How to convert an old bank account to a beneficiary account.
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May 2, 2022 -- What is the Beneficiary Account (1:50 )
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April 21, 2022 -- Beneficiary Bank Account (3:30 )
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April 7, 2022 -- At What Age Can We Access Our Trust (2:05 )
Understanding the wrong way to use the trust.
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April 7, 2022 -- What is The Best Bank for Beneficiary Account (4:04 )
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March 26, 2022 -- Beneficiary Bank Account (22:16 )
Chris discusses opening a beneficiary bank account and what you need to know about it. What happens when the bank finds out you opened a beneficiary account and how to handle it. How to convert your existing bank account into a beneficiary account. A brief discussion on closed accounts.
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March 26, 2022 -- Do We Need to Have Checks Written as Beneficiary (3:04 )
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March 26, 2022 -- How to Sign as Beneficiary (2:30 )
How to sign with a maiden name
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March 26, 2022 -- When Can You Collect on Your Trust (2:34 )
When you are allowed to ask for the on ledger and off ledger accounting of the social security trust.
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March 15, 2022 -- How to Add a Beneficiary Signature to a Social Security Card (3:21 )
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February 27, 2022 -- Can We Turn a Current Bank Account to a Beneficiary Account (3:22 )
How to handle a bank signature card.
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