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Asset Transfers

The following are general guidelines to follow when titling assets in the name of your trust. Only utilize these guidelines if your Creative Planning Legal attorney has advised you that they pertain to your specific case.

See your Billfold Card for the specific name of your trust.

Life Insurance

Real Estate (Residence, Second Homes, Rental Properties, Farmland, etc.)

Stocks, Bonds, Mutual Funds

Non-Publicly Traded Corporate Stock

Retirement Plans (IRAs, 401ks, SEPs, SIMPLEs, Pension, etc.)

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