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Probate Prevention 101: Simple, Easy, and Free Tips to Transfer Assets & Designate Beneficiaries
Manage episode 373952116 series 3484634
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Discover straightforward methods to steer clear of probate and learn about common trust mistakes to safeguard your assets and ensure a smooth estate transfer.
Join host Sherri Lund in a comprehensive episode with guest Teresa DeFord, an esteemed attorney specializing in family law, estate planning, and probate. Discover simple and effective ways to avoid probate while ensuring a smooth transfer of assets. Teresa shares valuable insights into common trust mistakes and how to navigate estate planning with confidence. Whether you're planning for yourself or your loved ones, this episode is full of practical tips you can implement in minutes to protect your assets and legacy.
Explore Probate Help on Sherri's Website: WillowWoodSolutions.com
WATCH ON YOUTUBE: https://www.youtube.com/watch?v=EvCBXktTDGc
Episode Chapters
6:14 The biggest misconception about estate planning attorneys
8:08 Celebrity estate planning stories
9:38 What methods exist to avoid probate?
10:48 What does probate mean for life insurance, stocks, retirement account beneficiaries?
11:57 Avoiding mistakes when naming a minor as a beneficiary
12:41 Probate avoidance for bank accounts: joint accounts vs. payable on death
15:01 Transfer property without probate: deed transfer on death explained
17:38 How to transfer car title when someone dies (or boats, RVs)
18:25 What causes a trust to fail and go to probate?
20:58 Do most people need a trust to avoid probate in Texas?
25:51 Small estates, muniment of title, and Medicaid considerations
28:10 How to set up a transfer on death deed in Texas
ABOUT TERESA:
Teresa DeFord isa dedicated attorney known for her expertise in family law, estate planning, and probate matters. With a Juris Doctorate from the University of Houston Law Center and years of experience, Teresa is passionate about helping clients navigate the complexities of estate transfer and avoid probate through proper planning. As the founder of DeFord Law Firm, she aims to educate and empower her clients, guiding them through life's joyful and challenging times. Don't miss this opportunity to learn from Teresa's wealth of knowledge and experience in estate planning.
Connect with Teresa and Explore Upcoming Workshops:
Facebook: https://www.facebook.com/defordlawfirm/
Website: https://Defordlawfirm.com (Estate planning and Wise Women’s Guide to Divorce workshop event info)
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on
- LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
- Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
- Instagram: https://www.instagram.com/willowwoodsolutions/
- YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/
Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!
Chapters
1. Probate Avoidance 101: Simple, easy, and free tips for transferring assets and designating beneficiaries (00:00:00)
2. Introducing Teresa DeFord (00:00:21)
3. Starting a Career in Family Law (00:04:00)
4. The Biggest Misconception About Estate Planning Attorneys (00:06:14)
5. Celebrity Estate Planning Stories & Pop Culture Probate (00:08:08)
6. What methods exist to avoid probate? (00:09:38)
7. What does probate mean for life insurance, stocks, retirement account beneficiaries? (00:10:47)
8. Avoiding mistakes when naming a minor as a beneficiary (00:11:57)
9. Avoiding probate for bank accounts: Joint accounts vs. payable on death (00:12:41)
10. How to transfer property without probate: Deed transfer on death (00:15:01)
11. What causes a trust to fail and go to probate? (00:18:25)
12. Do most people need a trust to avoid probate in Texas? (00:20:58)
13. Why you should always have a well, at any age. (00:23:24)
14. Small estates, muniment of title, and Medicaid (00:25:50)
15. How to set up a transfer on death deed in Texas (00:28:21)
16. How to contact Teresa for family law and estate planning help (00:29:13)
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