Expert Network Team
Expert Network Team
Jeff Krommendyk, Mike Miller, Karl Frank, Nathan Merrill
Episode 58: Probate: When to Avoid Probate and When to Just Take an Estate to Probate
32 minutes Posted Jun 16, 2022 at 12:03 am.
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Show notes

If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will teach us that sometimes, it is just the best way to go!

  • What is probate and how does it help our survivors?
  • What do we need to know about common law marriage?
  • The 7 year rule myth–the truth is you can be married very quickly!
  • The 10 year rule truth–how a spouse’s interests in property “vests” over time.
  • How can probate resolve disputes over common law marriage, disputes between children and other survivors, and more?
  • How can we avoid probate? And when should we avoid it vs going through probate?

No such thing as a common law divorce! Learn the first three steps Leia recommends we take when we are the person in charge of a decedent’s estate. And learn about how to handle legally-controlled items like fire-arms, driving the decedent’s cars and what to do with drugs and substances (some of which may be illegal!).

Learn more about Leia’s free discovery meeting here:  

https://www.goodspeedmerrill.com/trust-and-estate-services/

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

 

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

 

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]