Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your plan. Recently, interest rates—particularly those instituted by Section 7520—have become more important than ever. After a...
If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going through probate—the legal process by which a deceased person’s assets are distributed to their beneficiaries. However, it is...
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most recent piece of legislation, the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act, another set of rule...
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode we will go over title of assets, and the effect it has on how assets pass at death. You will be surprised at the results! Podcast Disclaimer: By...
When a loved one passes away, their assets may need to go through a legal procedure called probate in which a court will determine how those assets are to be distributed. In this episode, you’ll learn more about probate and how to protect your loved ones from having...
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![[Episode 2] What Is Probate and Can It Be Avoided?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/04/probate-avoidance-podcast-1080x675.jpeg)
