Getting your estate in order also means leaving behind at least basic information for your heirs. Having at least a basic outline of your assets and where they are can make a huge difference. In one case, we stumbled across a bank account in California owned by the deceased person that his heirs had absolutely no record of. So just how much money was in that account? We didn't know until we actually got the check in the mail.
For more information on planning and the downsides of probate, please check out the free download of my e-book Estate Planning Basics available at www.linktr.ee/plainenglishattorney or the premium download of the audiobook version at: https://plainenglishattorney.podbean.com/e/estate-planning-basics-1597927336/
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The Importance of Trust Funding
Leveraged Generational Planning
The Big Probate Lie
The Natural Born Citizen Requirement
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Dealing with Real Estate in Revocable Living Trusts
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