Passing It On: Estate Planning for Families

Avoiding probate should be a key part of your estate planning strategy.


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Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Avoiding probate should be a key part of your estate planning strategy. Here are the top four reasons why: First, probate can be a lengthy process, often taking months or even years to settle, which delays your loved ones from accessing their inheritance. Second, the probate process is public, meaning anyone can access details about your estate—avoiding probate helps keep your financial affairs private. Third, probate can be expensive, with legal fees and court costs eating into the value of your estate, so probate avoidance can save your heirs money. Finally, by avoiding probate, you maintain control over how and when your assets are distributed, rather than leaving those decisions in the hands of the court. If you want to learn more about how to avoid probate and ensure your estate plan is airtight, follow me for more estate planning tips and strategies. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
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Passing It On: Estate Planning for FamiliesBy Michael Pevney

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