Probate: When It’s Necessary&Ways to Avoid It - a podcast by Nancy Oriola, LCSW, CMC, NMG, CFP

The death of a loved one requires the distribution of that person’s property, cash, retirement/investment accounts and real estate. In many instances having a personal representative, or executor, of the estate is necessary and working within the probate court is required. In some States, this can be an expensive and complex process, while in others relatively simple. My guest, Probate Judge Cristy Carbon-Gaul, will talk with us about those instances in which a probate is necessary and discuss ways to avoid it. She will also address such questions as; What if there is no will? What if the proposed executor is not appropriate? Why does it sometimes take so long? What does it mean when there is a pour-over will? How do you handle the personal property?....to name a few. A great show for those considering how they want their own estate handled and/or those named in an older loved ones estate planning documents.

Further episodes of Aging Life Network

Further podcasts by Nancy Oriola, LCSW, CMC, NMG, CFP

Website of Nancy Oriola, LCSW, CMC, NMG, CFP