Search found 1 match
Search found 1 match • Page 1 of 1
- Fri Feb 01, 2013 12:21 am
- Forum: Investing - Help with Personal Investments
- Topic: Investing a trust
- Replies: 3
- Views: 729
My two brothers and I are trustees for a trust formed by our parents. The trust is a revocable trust that was formed in Texas. The amount in the trust is in the low 7 figures. Half of the trust is in an actively managed account with AYCO. The other half will be managed by us- currently it’s in a tax...