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Hello everybody my father in Louisiana I am in Texas. I understand the irrevocable trust can't be changed. My question is can investments within it be modified. Example vanguard account #xyz is in indexed S&P 500. can it be moved to something else?? The account would still be in the trust just changed.
The reason we are thinking irrevocable is his worth exceeds the estate tax exemption. About 15m right now. We are going to see an estate lawyer in December just asking questions here to be as informed as possible when we go.
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