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Big Picture Retirement®

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Aug 13, 2018

People are always talking about probate, and the many ways to avoid probate.

Probate is the legal process of figuring out who gets your stuff.

One of the biggest misconceptions about probate is that your estate does not go through probate if you have a will.

Be sure that if you have a will, your estate will go through the probate process. But here’s the thing: this process doesn’t apply to non-probate transfers.

For more information, visit the show notes at http://www.bigpictureretirement.net/085

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