Estate Planning Flags #3: Non-probate Assets

Thompson & Associates

English - April 25, 2018 00:00 - 14 minutes - 14.5 MB - ★★★★★ - 4 ratings
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Previous Episode: Estate Planning Flags #2: Self-prepared Estate Plans

Next Episode: Estate Planning Flags #4: Minor Children as Beneficiaries

In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss nonprobate assets:
• What is the structure of a good estate plan?
• What is the purpose and process of probate?
• Why is it so important?
• What are non-probate assets?
• Why can they be a red flag? What to know and how to handle.