What is probate? Probate is the legal process required to facilitate asset transfer to beneficiaries in the event of your death. If you die without having an established trust or will, it’s up to the state to decide where your estate and assets are distributed. This process, called intestate, can be costly, time consuming, and frustrating. This is why a will and legal estate planning are so crucial; without either of these in place, your property isn’t likely to be distributed the way it’s meant to. To avoid this, we can connect you with an estate planning attorney to help you.
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Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.