Probate

A will can save your loved ones time, money and hassle.

Probate is the potentially lengthy and costly court process by which a will is proved either valid or invalid. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate.

Without a will or some other form of legal estate planning, there is the chance that your property may not go where you wish. We can refer you to a qualified estate planning attorney who can assist you in these matters.

We have an excellent estate planning attorney we have partnered with for many years, whom will review your Trust complimentary to make sure it is correctly up to date. If you don’t already have a Trust, they will review your situation to see if having a Trust is recommended. Once you decide to move forward with any recommendations, their team will bill you for services provided. Many existing clients over the years have chosen to meet with our estate planning attorney in our office where they can meet with Troy before or after their meeting. This attorney is also a client of ours and we are a client of theirs.

Our firm is not permitted to offer, and no statement contained herein shall constitute, investment, tax or legal advice. You should consult an investment, legal or tax professional on any such matters.

Strategies for Financial Independence

Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.