How To Avoid Probate

Avoiding probate is easy, you just need to do it!  You worked hard for your assets.  Take a few moments and make a list of everything you have and figure out what would happen to it if you died tomorrow.  If you don't know the answer, please give us a call any we will tell you.  If you don't like the answer, then do something about it.  Update your beneficiary forms or add new beneficiaries.  Essentially you need to go through each of your assets and make sure that each one of them has clear cut instructions on what will happen to it when you die. 

The ways to do that include the following:

  1. Name a beneficiary
  2. Add a joint tenant
  3. Put the asset in a trust