This can be done using several planning strategies. A frequently used tool to avoid probate is a “Revocable Living Trust.” When a Revocable Living Trust is set up, assets are transferred into the Trust so that at death, the appointed Trustee has the ability to manage and transfer them without going through the probate process. This may allow for a less complicated, less time-consuming and less expensive means to distribute an Estate.
We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently.
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