I have just set up a Revocable Living Trust and today moved current CDs from Financial Institution #1 into that trust. I now want to buy CDS at a different financial institution such as Synchrony, Ally, … . I'm wondering if it would be easier to purchase them as self and then have them moved into the trust OR purchase them initially in the trust.
I plan to use the different financial institution for purchase of CDs only. No other banking.