Probate Law Videos

Do life insurance or retirement benefits need to go through probate?


Transcript:

Typically life insurance proceeds or retirement benefits don’t need to go through probate, assuming that the beneficiary designations have been set up properly, but there are other concerns that should be also considered. For example, what are the tax consequences of those assets? Are they going to go to the right people at the right age with the right protections? Those are often much bigger concerns than whether those assets go through probate.

Do life insurance or retirement benefits need to go through probate?

Transcript: Typically life insurance proceeds or retirement benefits don’t need to go through probate, assuming that the beneficiary designations have been set up properly, but there are other concerns that should be also considered. For example, what are the tax consequences of those assets? Are they going to go to the right people at the

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How can an estate plan prevent probate of my estate?

Transcript: There are two ways to avoid probate. One is what I call a comprehensive solution, that seamless solution, and that’s using a well-designed living trust where all your assets are properly within the trust and where the plan is maintained for the rest of your life. The other way is what I call a

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Do I need an attorney to handle an estate?

Transcript: Technically, an individual who’s not an attorney can handle a summary administration, but we’ve had many cases where clients come to us who’ve tried that and said, “Hey, I’m gonna let you take over this.” But if it’s a regular administration, then yes, you do need an attorney because many documents have to be

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