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Probate Avoidance Planning

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October 20, 2022 | Probate Avoidance Planning Call

We partnered with ThompsonMcMullan, a local law firm with Estate Planning Attorneys, to answer common questions surrounding Probate Avoidance Planning. Rebecca Bowen, an attorney with ThompsonMcMullan, presented alongside Peter Braden, one of Godsey & Gibb’s Wealth Management Advisors.

The information covered included:

    • What is probate and why should I avoid it?
    • Do I need a trust if I already have a will? How can I utilize trust agreements to avoid probate?
    • What is the importance of beneficiary, payable-on-death (POD), and transfer-on-death (TOD) designations?
    • What are the benefits and pitfalls of joint ownership for probate avoidance?
    • What is a durable power of attorney and who should hold mine?
    • Are there any considerations I should include for general aging concerns and caregiving?

CALL FOLLOW-UP (click links to view):

OCTOBER 20TH MEETING DETAILS:

This meeting took place on October 20th, 2022 at noon. You are able to view the video, audio, or transcript through the links above. 

HOW DO I JOIN THE MEETING?

You may choose to join virtually (through the computer) or over the phone. Joining over the computer will allow you to view the slides on your screen as Rebecca and Pete are speaking, see Rebecca and Pete on video, and ask questions through the chat as they arise. Not all questions asked through the chat will be answered on the call, some questions may be answered by your advisor following the call.

HOW DO I JOIN VIRTUALLY (ON THE COMPUTER)?
  1. Click here to access the zoom meeting (there may be a pop-up box asking to open zoom meetings, you will need to allow it to open)
  2. Enter your information (this will only be shown to our team, not other attendees)
  3. If joining early, you’ll see a box saying “Please wait for the host to start the meeting” – the meeting will begin at 12pm
  4. If you have any issues with the link above, you can also join by clicking here, and entering the following information.
    • Meeting ID: 821 4374 6045
    • Password (date of meeting): 102022
HOW DO I JOIN OVER THE PHONE?
  1. Dial this number: (301) 715-8592
  2. It will request the meeting ID (821 4374 6045) followed by #
  3. It will request a participant ID, you do not need one, just press #
  4. It will request the meeting password, enter 102022 (the date) followed by #
  5. You will be joined into the meeting as soon as it begins
WHAT IF I CANNOT JOIN? WILL THERE BE A REPLAY OF THE CALL AVAILABLE?

Yes! We will have an audio recording, video recording, PDF of the slides, and transcript available following the call. Each file will be uploaded to this page as soon as it is available.

Disclaimer:

This event is not intended as an endorsement. The information contained in our Probate Avoidance Planning call is for educational purposes and should not be substituted for personalized advice from ThompsonMcMullan, Godsey & Gibb Wealth Management, or used to guide investment or estate decisions. In addition, while the information on this call is provided in good faith as of the time of the call, we make no representation or warranty of any kind regarding its accuracy, validity, reliability, or completeness. For our full disclaimer, click here.