SBR question

[N_Georgia]

I was told it’s faster to just efile, then later add it to my trust. It would be faster

Please some correct me but thats a form 4 transfer and another $200.

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[NWSharpshooter]

Please some correct me but thats a form 4 transfer and another $200.

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Yes, adding to your trust at a later date would be another form 4 and another 200 dollars

 

[rumrunner55]

I was told it’s faster to just efile, then later add it to my trust. It would be faster

Just efile with your trust, its the exact same a mount of time and saves you from having to do a second transfer tax....i just efiled on trust with 2 sbrs at diff times and both were approx 30 days

 

[N_Georgia]

As stated earlier I just filed and was approved in 21 days. And with the trust I know if something happens to me I'm covered.

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[Mac Attack]

Question on a Trust. I set mine up years ago when CLEO sing-off was a requirement. I had my wife and I as a trustees. My next 5 purchases I did not bother adding to the trust and did them as individual because of the requirements to have her info submitted as well. Anyways, can I amend my trust to add other people to it so they can have access to the items I have on it?