PLAN SMART

Avoid The Unexpected

Probate is needed when you have assets titled in your name alone at the time of your death.  A will directs the court where your assets are to be distributed.  If your goal is to avoid the probate process for your loved ones, there are ways to achieve that goal.  Our office can review your assets and develop a plan which may involve one or more of the following:

  •             Beneficiary or Pay on Death Designation
  •             Transfer on Death Deed
  •             Joint Tenancy
  •             Life Estate
  •             Revocable Trust