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Are there any fees for closing non-qualified accounts?
No, you will not be charged for closing non-qualified accounts.
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What is a Trust account?
A trust agreement is a document that spells out the rules you want followed for property held in a trust for your beneficiary(s). Common objectives for trusts are to ensure property passes to beneficiaries you choose, reduce the estate tax liability, protect property, and to avoid probate. The trust entity is the primary account holder…
