What You Need to Know About Estate Planning, Part 1

What goes into creating an estate plan? What elements need to be considered to avoid probate? (And, if you already have an estate plan in place: Are you missing an important component many estate planners often skip over?) 

Let’s find out in part one of our two-part episode on estate planning, featuring Shaina Case, John Fritz, and Matt Kaufman.

Listen in as the Hathaway & Kunz experts on estate planning and wealth management share: 

• The most common estate planning component people often skip over (:40)
• An overview and definition of probate—and the most effective ways to avoid it (2:25)
• A helpful way to think of trusts and make them feel less intimidating (4:35)
• Ways to avoid probate in relation to real estate and pave a smooth road for your beneficiaries (8:00)
• Which element of the estate planning process is often the most challenging, and the resources we have to help (11:00)
• Why we typically bill a flat fee for our estate-planning services (12:20)

You can learn more about our firm’s approach to estate planning and wealth preservation here.