Скачать или смотреть Why You Want to Avoid Probate?

Most people think their estate will avoid probate. Most of those people misunderstand how this works.

The problem we frequently see is people have trusts set up and by default, plan to put their assets in the trust when they pass away.

That doesn’t prevent probate!

The transfer TO the trust triggers probate. It only protects the assets if they are already owned by a trust before you pass.

It’s a simple misunderstanding, but if you’re not darn sure you are set up correctly, you can easily find yourself paying 5-10% of the estate and have your assets tied up for 6-24 months.

Take the easy win. Open an email and ask your advisor/estate attorney why you are not using your trusts while you’re alive.