Long time coming... It took less than 15 minutes and name change... accomplished😁

Hello everyone I hope you are doing well. The family had our meeting and during our trust meeting we discussed family savings, life insurance, and creating a scholarship foundation (Charity trust). We opened the family charity trust account with Fidelity where we get tax credit for every dollar we put in. When it comes to rewards cards like old Navy , Kroger, Walgreens etc. If the entire family uses the same phone number, email, we will rack up so many points quickly and get discounts on gas, groceries and free coupons. This year in 2025 I'm trying to transition my entire family into trust. Also we spoke about how insurance policies/ receipts/ notes and other receivables are valuable assets that need to be retitled to the trust. This funds the trust via trust transfer. To keep it private all values will be placed on the schedule A. The trust can use this to get credit from a banker via special deposit of non cash items on the wealth management side.

Trust account open up! Was about to walk out when they requested grantor's SSN and provide there own certificate of trust......but @Norwood MinisterBeeBetta Williams Jr. Said "Naw stay firm, stay noble ! So after I successfully did that....I travel to another bank and opened another one too! Much appreciation Beebetta.

I want to know what everyone do , career , business , etc ? Drop below info below post flyer also

https://mega.nz/folder/iE9gQQxI#jjfvOqW7DjH6C83MoCcAXw