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Estate Planning Insights

Jul 18, 2022

3 Simple Ways to Avoid Probate Costs - aubreylegal.com

Name a Beneficiary. The probate process only applies to those accounts or other property that are in your name at your death. By naming a beneficiary, these accounts and other property will be transferred to the named individual without any court involvement.

Own...


Jul 13, 2022

Avoiding probate is often the main goal of creating an estate plan. Probate can be expensive, time consuming, and clients don’t want to burden their family with probate. A trust is the best way to avoid probate, but there are other strategies. If you don’t want to create a trust, the two main strategies are...


Jul 11, 2022

2. You are able to control how and when your beneficiary receives the assets of the trust. This is often referred to as "controlling from the grave." A trust provides you with a lot of flexibility in the distribution of the trust assets.ts.? And normally I give a typical lawyer answer of ... it depends. Whether or not...


Jul 8, 2022

Probate is another one of those words many have heard and it’s probably something you’re told you want to avoid, but not many people have experienced or truly understand what it entails even if they know what the term means.

Probate is the legal word for the Court process of handling the assets and obligations of a...


Jul 8, 2022

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