Tips For Avoiding Probate

Tips For Avoiding Probate

Feb 9, 2018 | Probate

Probate is one of the most misunderstood processes that one will go through in life (or should we say, death)! Most people believe that if they have a will or even instructions written down dictating their wishes– that it will be easy for their beneficiaries to...
3 Assets That Always Avoid Probate (Plus 3 That Don’t)

3 Assets That Always Avoid Probate (Plus 3 That Don’t)

Feb 9, 2018 | Probate

Three Assets That Avoid Probate IRAs 401k(s) Other Qualified Plan Assets Three Assets That Don’t Avoid Probate Houses with co-ownership beneficiaries Checking or savings accounts Cars Unless… You have a “Payable on Death” or “Transferable...
Why You Will Go To Probate (And What To Do About It)

Why You Will Go To Probate (And What To Do About It)

Feb 9, 2018 | Probate

As we say in our Trusts & Beyond Seminars, “If you have a will, it means YOU WILL GO TO PROBATE!” What is probate? It’s the court’s involvement in the re-registration of assets from one person to the next. The drawbacks are significant, and can entail abundant...