Estate Planning Blog

The more you know about estate and trust administration, the better you can choose and arrange the best plan for you and your family.  And just so you know, the state already “has” a plan for you, if you decide not to make one.  That plan often requires probate, an expensive, lengthy, public court process that is required in order to transfer property held in your sole name to your heirs.  The good news is that you can prevent the state’s default plan by taking charge and making your own arrangements.  There are a variety of other methods to transfer assets to your beneficiaries, and I will be glad to assist you in using the power of these other methods to reduce or end your probate exposure.  Another important part of estate planning is to reduce taxes.  I will discuss that for you in another post!  Return here for more tips and information about estate planning in the coming year.