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Personal Finance (Not Investing) • Bank of America/Merrill Edge - Preferred Rewards

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We're trying to clean up account titles as a part of estate planning.

Does anyone know if one can change ownership of a ME account to a Revocable Living Trust and retain Preferred Rewards status?
DP: Yes. I did this past year.

Statistics: Posted by leland — Tue Dec 05, 2023 10:00 pm — Replies 6241 — Views 729018



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