[FREE Video Guide] Estate Planning Terms You Should Know
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[FREE Video Guide] Estate Planning Terms You Should Know
About Jen
Online Courses with Jen

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07 Apr

It Is Time.

I can't help but hear this without it being in the voice of James Earl Jones as Simba's dad. For years,...

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The legal issues that we all will face shouldn't be a mystery.

Avoiding probate is doable, but simply signing a w

Avoiding probate is doable, but simply signing a will or trust won't do it.

Whether or not your assets are stuck in probate is a function of how their owned and if they have beneficiary designations.

That means you have to coordinate your assets with your plan. I call this financial organization.

-By the way, my Workshop students understand exactly how this works.-

Let's start with an easy and free step. Join my Free 6 Day Organizational Challenge where you'll start to gather information about what you own.

Comment "6" and I'll send you the link to sign up.
#estateplanning #probate #financialliteracy #organization

I’d much prefer flip cup.🍺 I’ve been havin

I’d much prefer flip cup.🍺

I’ve been having odd throat issues for weeks. Thankfully there’s nothing abnormal, I apparently just talk too much.💁🏻‍♀️

#over40 #middleage #midlife #40s #40something

This one surprises a lot of people.👀 Why are w

This one surprises a lot of people.👀

Why are we stuck in probate if there's a trust?😱

It's not the legal documents that determine whether or not you have to go through a public (and time consuming and expensive) court process.

It's the assets left in the person's name, without beneficiaries. These assets are "stuck" in their estate. As little as $80k can trigger the requirement to go through the court system.

Until the court has their say, the assets are frozen.🥶

Legal documents like wills and trusts are incredibly important. The documents set the estate plan in place.

But like so many things, you can't just have a plan. You have to implement it.💪🏻

That means you have to understand it.🧠

But I know it's totally doable. I'll show you how.✔️

Your risk is a lot higher than you'd think.😱 Y

Your risk is a lot higher than you'd think.😱

Yes. You still have to go through probate even if everyone gets along.

Probate is the methodical (and time consuming and expensive and public) process of administering the assets left in someone's name. Until the court does their thing, those assets are frozen and inaccessible.🚫

Whether or not your family gets along does NOT determine if you have to go through probate.

It's how much and what kinds of assets that are stuck in someone's name.

Yes. Surviving spouses can face probate.😩

Yes. Siblings who get along and agree on everything can still be stuck in probate.😩

Avoiding probate is possible, but it takes an effective estate plan.👀

By the way, if you want to know the secret to avoiding probate and having an estate plan that works, just respond with WORKS and I'll send you information for my video series where spill it for you.

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Organized (after)LifeTM, Your Organized (after)LifeTM Workshop, Good Legacy and all related content are for educational purposes only. No attorney-client relationship is established here, on the podcast, or in the workshop. If you are contemplating a will, trust or any other form of estate planning you should contact a licensed attorney in your state of residence.

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