Horizon Advisers Unleashed Podcast
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity Tax services are provided by Horizon Advisers. Cetera Wealth Services LLC does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Wealth Services LLC does not provide tax nor accounting services. 50 W Big Beaver Road, Troy, MI 48084
Horizon Advisers Unleashed Podcast
#217 - Skip the Stress: How Small Probate Really Works
When a loved one passes away, most people assume everything must go through probate—but that’s not always the case.
In this episode, Ryan and Andrew break down what actually happens to financial accounts in a small probate case. They cover:
- Which accounts typically do go through small probate
- How to avoid probate altogether with simple planning
- What to know about jointly owned accounts, PODs, and TODs
- Real-world examples of how families can save time, money, and stress
- Why the size of the estate doesn’t always match the complexity
Whether you're helping a family member settle an estate or planning ahead for your own legacy, this episode offers clarity on an often confusing process.
🔍 Spoiler alert: Proper beneficiary designations and titling can make all the difference.
