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by turquoisegecko
Fri Feb 01, 2013 12:21 am
Forum: Investing - Help with Personal Investments
Topic: Investing a trust
Replies: 3
Views: 970

Investing a trust

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...