167. Recap: The Probate Process Explained
Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Chapters 00:00 The Probate Process Explained & The Cost of Probate 01:00 Is a Trust or a Will…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.