The master blog 0525

Probate is not just paperwork. It is delay, cost, public exposure, and in some cases, family tension poured into a legal process at a time when people are grieving. I have sat across the table from plenty of families who assumed that because mom “had a will,” everything would be simple. They were wrong. The good news is that, with some planning, most bank and investment accounts can transfer outside probate. That does not happen by accident. It happens because someone ma