Understanding Probate: A Comprehensive Guide to the Probate Process
Planned Giving
JULY 29, 2024
These include: Assets with a Named Beneficiary: Such as life insurance policies or retirement accounts. Non-Probate Assets Without a Beneficiary: Certain assets like life insurance policies and retirement accounts pass directly to a chosen beneficiary. Inventorying the Estate: Compiling a detailed list of assets and liabilities.
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