Aug. 13, 2018

#085: 3 Estate Planning Tips to Avoid Probate

#085: 3 Estate Planning Tips to Avoid Probate

People are always talking about probate, and the many ways to avoid probate. Probate is the legal process of figuring out who gets your stuff. One of the biggest misconceptions about probate is that your estate does not go through probate if you have...

People are always talking about probate, and the many ways to avoid probate.

Probate is the legal process of figuring out who gets your stuff.

One of the biggest misconceptions about probate is that your estate does not go through probate if you have a will.

Be sure that if you have a will, your estate will go through the probate process. But here’s the thing: this process doesn’t apply to non-probate transfers.

For more information, visit the show notes at http://www.bigpictureretirement.net/085

If you’re thinking "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

Also, if you haven’t done so already, follow the podcast. We’re adding new content every week, and if you’re not following, there’s a good chance you’ll miss out. Follow now! 

Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

Want to ask a question? You can find us in our Facebook group. https://www.facebook.com/groups/bigpictureretirement