• 7 Ways to Keep Your Estate from Landing in Probate, #224

  • 2024/10/22
  • 再生時間： 19 分
  • ポッドキャスト

7 Ways to Keep Your Estate from Landing in Probate, #224

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In some states, probate is avoidable. However, in many states, you can avoid having your estate go through the probate process. I recently went through the probate process when my grandfather passed away and I helped my father settle his estate. It is far easier for your family to settle your estate once you’re gone if it doesn’t go through probate. So, in this episode, I’ll cover 7 things you can do to keep your estate from landing in probate.

    You will want to hear this episode if you are interested in...
    • [1:57] Settling my grandfather’s estate
    • [4:06] Tip #1: Give things away while you’re alive
    • [5:50] Tip #2: Own your real estate jointly
    • [7:16] Tip #3: Joint ownership for non-real-estate
    • [9:43] Tip #4: Use a “Payable Upon Death” account
    • [11:46] Tip #5: Designate beneficiaries on accounts
    • [13:07] Tip #6: Designate a beneficiary for vehicles
    • [13:52] Tip #7: Create a living trust
    • [16:27] Probate is unavoidable in many states
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Federal gift tax allowance
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
    続きを読む 一部表示

あらすじ・解説

In some states, probate is avoidable. However, in many states, you can avoid having your estate go through the probate process. I recently went through the probate process when my grandfather passed away and I helped my father settle his estate. It is far easier for your family to settle your estate once you’re gone if it doesn’t go through probate. So, in this episode, I’ll cover 7 things you can do to keep your estate from landing in probate.

You will want to hear this episode if you are interested in...
  • [1:57] Settling my grandfather’s estate
  • [4:06] Tip #1: Give things away while you’re alive
  • [5:50] Tip #2: Own your real estate jointly
  • [7:16] Tip #3: Joint ownership for non-real-estate
  • [9:43] Tip #4: Use a “Payable Upon Death” account
  • [11:46] Tip #5: Designate beneficiaries on accounts
  • [13:07] Tip #6: Designate a beneficiary for vehicles
  • [13:52] Tip #7: Create a living trust
  • [16:27] Probate is unavoidable in many states
Resources Mentioned
  • Retirement Readiness Review
  • Subscribe to the Retire with Ryan YouTube Channel
  • Federal gift tax allowance
Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan
続きを読む 一部表示

7 Ways to Keep Your Estate from Landing in Probate, #224に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。