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In response to
"Picked up my estate planning documents today. Now I have to start dealing with various"
by
MojaveMeg
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Discover Bank (with some of the best interest rates around) will not allow a trust to own a savings account - no way, no how, no reason. Money market
Posted by
MojaveMeg (aka Mojave)
Sep 2 '11, 20:11
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account is okay, and funds can be transferred back and forth. Name on CDs cannot be changed.
OneWest Bank - no problem with renaming CDs.
Wells Fargo - no problem on checking, savings, or CDs. No need to open new accounts, just change the name.
Guess I won't be bored for a couple of weeks at least :)
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