167. Recap: The Probate Process Explained

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How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

https://merkleretirementplanning.com/staff-members/loren-merkle/

Chapters

00:00 The Probate Process Explained & The Cost of Probate

01:00 Is a Trust or a Will Best?

01:55 Which Assets Go Into a Trust

03:57 How to Find an Estate Planning Attorney

04:24 One Common Legacy Planning Misconception

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