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Reply to "How to Keep Inheritance Separate"
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[quote=Anonymous]You should be able to move everything over “in-kind” to the new brokerage (that is, stocks and bonds held where they are can be moved over as-is, without selling the assets). Put the account in your name only. For now, set it up as a TOD (transfer on death) to your children. This does not co-mingle the funds and gives you time to make a longer term plan, if you want to do a trust or something like that. [/quote]
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