TAG: #probate avoidance

How Can I Protect My Assets and Avoid Probate?

05.31.2023

A commonly asked question our firm often gets is “How do I protect my assets and avoid probate for my next of kin when I pass?” A few steps can easily be taken to avoid the probate process and protect your assets from defaulting to your estate.  Transfer/Payable on Death…

Do I Need a Trust?

04.25.2023

Maybe? There are a lot of benefits to having a trust – it is private, it avoids probate, and it can have better tax implications. There are many different types depending on your goals (pour-over, spend-thrift, generational-skipping, etc). However, not everyone needs a trust. A lot of times we hear…