The 411: Avoiding Probate S1 cover art

The 411: Avoiding Probate S1

The 411: Avoiding Probate S1

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Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it:

  1. Lengthy legal process
  2. Expensive - think lawyer fees
  3. Public display of your financial information
  4. Ancillary Probate - if you have real property in another state

Most lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.

I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.

Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.

A unique offering we are providing to our listeners: The Logical Plan™

To a prosperous and happy 2026!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

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