Vanguard Trust Service and Real Estate

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
namekevaste
Posts: 18
Joined: Fri May 05, 2017 6:12 pm

Vanguard Trust Service and Real Estate

Postby namekevaste » Mon Jun 19, 2017 3:25 pm

Looking over the Vanguard Trust Service brochure and documents, it appears that they will not hold any real estate in trust. Our goal was to have our entire estate transfer to a trust with VNTC as trustee after the surviving spouse passes.
Has anyone one run into this issue? Any suggestions?

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prudent
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Posts: 4236
Joined: Fri May 20, 2011 2:50 pm

Re: Vanguard Trust Service and Real Estate

Postby prudent » Mon Jun 19, 2017 3:29 pm

See this recent discussion: viewtopic.php?f=2&t=216778


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