How do you avoid probate?

Assets are probated if not otherwise transferred at death.  Examples of assets that transfer at death include beneficiary designations (e.g., life insurance and retirement accounts), payable on death provisions (designation added to financial accounts that distributes assets of the account to the named beneficiary directly upon death), joint title with rights of survivorship (financial accounts or real estate), and assets held in trust.

About Richard Bryson

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Richard S. Bryson has over 25 years of experience with trusts, estates, business formation and representation, asset protection, incapacity planning, elder law and tax planning.

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