It’s getting to the point where a large percentage of my probate Court work is for people that didn’t plan their trusts properly. That is, they failed to properly fund their trust. The key is getting ALL your assets lined up with the trust or with proper death beneficiaries. I say all assets as people forget about things or just fail to plan by saying “it’s small so it doesn’t matter if it’s in the trust.” Actually the small stuff can create the biggest headaches after death. Timeshares, safe deposit boxes, bonds that are sitting in your safe deposit box, and other similar assets create huge problems after death when not planned for before death! Make sure you hire a competent and experienced estate planning attorney so your loved ones don’t end up hiring a probate lawyer after you die!
-John
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