Why Should I Avoid Probate Court?
I’ve heard probate court can be a hassle, but isn’t it just part of the process after someone dies? Why should I avoid it?
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Probate
Episode 05: The Book Episode
In this episode, Justin and Drew give the gift of an audio glimpse into Justin’s book, You Need A Plan. Justin reads the Preface and Introduction of the book, and, as always, offers you a free copy. What You’ll Learn: Links And Resources Mentioned
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Does A Power of Attorney Avoid Probate?
Melissa, last year Mom named me her Agent under a Power of Attorney. But she still hasn’t done a Trust or Will. Is the Power of Attorney good enough? – Kara Kara, a Power of Attorney is an essential legal document for almost any adult. I’m glad Mom took that step. However, a Power of Attorney
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Episode 04: The Trust Episode (Part 2)
In this episode, Justin and Drew finish up their discussion on trusts. They get into the different types of trusts and they talk about ways you can use a trust to protect your beneficiaries from themselves or from others. What You’ll Learn: Links And Resources Mentioned
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How Can We Keep This Out of Probate?
Justin, my dad recently passed away, and my mom has been hit with a surprise that we don’t know how to handle. She recently received word from the tax assessor that her house is not, and never was, in her name. Apparently, when my dad purchased it decades ago, the title company put it in
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Episode 03: The Trust Episode (Part 1)
In this episode, Justin and Drew talk about trusts—what they are, how and why they are used in estate planning, and who needs one. You’ll hear why Justin often considers the use of a trust to be the best way for a family to stay out of probate court. What You’ll Learn: Links And Resources Mentioned
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Episode 02: The Probate Episode
In this episode, Justin and Drew talk about probate court and why you should do everything you can to avoid it. You’ll hear real-life horror stories about celebrities as well as middle-class families whose failure to plan to avoid probate cost them dearly. What You’ll Learn: Links And Resources Mentioned
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The Tale of Three Joggers
It seems to me that people run for a wide variety of reasons. When questioned by curious observers on his famous run across the country, Forrest Gump said he “just felt like running.” I’m sure Forrest is not alone. Surely there are others who run just because they feel like it, right? But I wonder
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What Is So Bad About Probate?
Lindsey, I keep hearing that I need a trust to avoid probate, but what exactly is probate and why is it so bad? – Jamie Jamie, probate is the name for the court process by which the person you name as personal representative or executor in your Last Will and Testament gets authority from a
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Explain What Types of Trusts Are Out There
James, I was talking with a friend at church she and her husband just made a family Trust. Is that different from a living trust? – Mary Mary, while I can’t be sure without reviewing the documents that your friend executed, my hunch is that they have created a revocable trust. It is always a
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