Probate Bypass Planning

Did You Know...

A Cost-Effective Alternative to a Trust Can Be Segregated Funds?

Probate is a lengthy and laborious process. And trusts are expensive and onerous to set up especially with new tax filing requirements.

Probate-free death benefit, the death benefit also bypasses probate, so your estate pays no probate fees and your beneficiaries receive the benefit in weeks rather than months as with a probated Will. Furthermore, the assets pass to your beneficiaries privately (while assets passing through a probated Will are a matter of public record).

Contact Us

Let Us Help Answer Your Questions

Secure Your Future

Protect Your Wealth With Tailored Strategies

Contact Us