Avoid Probate – Overview Avoid probate and the time delay and expense if a loved one passes away or becomes incapacitated. Here comes the probate trick. When your bank account is owned by your trust, i.e., it is in the name of your trust, and you die,
Avoid Probate (Avoid Probate – This is a small subchapter on how to avoid probate from my book Protecting Your Financial Future.) Here is how to avoid probate. When your bank account is owned by your trust, i.e., it is in the name of your trust, and
Absolutely! Your business may be your most valuable asset. Many advisors kind of forget about the business when they are putting a living trust in place for a client. If the business isn’t “owned” by the living trust it will be in the probate estate after you die. Probating a business is really bad. The […]
