Trustee's Guide: What Goes Through Probate (and What Doesn't)
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/
🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/
Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a must-listen.
Here’s some of what we discuss in this episode:
📂 Getting Organized: Sorting assets before mistakes are made
🔍 Probate vs. Non-Probate: Knowing what’s “stuck” and what isn’t
🏦 Accounts & Beneficiaries: Reading statements the right way
🛡️ Insurance & Annuities: Why beneficiary digging matters
💼 Retirement Plans & Pensions: What passes on and what doesn’t
🏠 Real Estate & Vehicles: Ownership rules that vary by state
Our website: https://cincinnatiestateplan.com/
Phone: 513-463-6789
Contact our team: [email protected]
Check out our free resources here: https://cincinnatiestateplan.com/free-resources/
Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1