What is Probate?

If your estate is structured using a will, or if you will be responsible for settling some else’s estate, you need to read/listen to this.

Your podcasters

Attorney’s often recommend structuring an estate under a Revocable Living Trust rather than using a will and settling the estate through the probate process. In order to make this decision, everyone should have a clear understanding of what is actually involved in settling an estate through probate.

If you are looking for a guide to help walk you through the process of probate, go here for your free copy of A Layperson’s Guide to Probate. 

 

 

 

Subscribe to the Eagle's Nest Webcast

Every Thursday at 2 pm MST our advisors discuss current events, financial planning topics, and take questions from attendees. Sign-up below to get access to the webcast and to receive email notifications for each week’s talking points. 

Secure meetings through web conferencing software or by phone.

Worried about your portfolio, retirement accounts, and other investments? We can help. Contact us for a free Discovery Session.

The SECURE ACT

Request your complimentary copy. Digital and print versions available.
FREE

Subscribe to our Newsletter

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form below to subscribe. 

The Secure Act: What you Need to know

Fill out the form and you will receive a pdf copy by email.

The Presidential Newsletter

  • Latest Articles
  • Podcasts
  • Classes
  • Events
  • Offers

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form to subscribe and we’ll do the rest!

Subscribe now