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Debunking Probate: Separating Myth from Reality

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Manage episode 488245870 series 3552491
Content provided by dennis2q. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dennis2q or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode Summary:

In this episode of "Leaving a Legacy: Navigating Estate Planning with Rose Harper Law," host Zofia Morales and estate planning attorney Rose Harper discuss common misconceptions about probate and strategies to navigate or avoid the probate process. They explore the complexities of probate in New York, essential documentation requirements, and the role of executors in estate administration.

Key Timestamps:

00:00 - Introduction

00:26 - Common misconceptions about probate

01:08 - Why wills still go through probate

02:54 - New York probate process explained

04:05 - Required documents for probate

06:11 - Timeline expectations for probate

07:31 - Executor responsibilities and fiduciary duties

09:16 - Strategies to avoid probate through trusts

11:20 - Trust funding options and maintenance

12:33 - Advice for those considering trusts vs. wills

About the Show:

"Leaving a Legacy" is a podcast dedicated to demystifying estate planning with Rose Harper Law. The show provides valuable insights into protecting your assets and ensuring your legacy is preserved for future generations.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 488245870 series 3552491
Content provided by dennis2q. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dennis2q or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode Summary:

In this episode of "Leaving a Legacy: Navigating Estate Planning with Rose Harper Law," host Zofia Morales and estate planning attorney Rose Harper discuss common misconceptions about probate and strategies to navigate or avoid the probate process. They explore the complexities of probate in New York, essential documentation requirements, and the role of executors in estate administration.

Key Timestamps:

00:00 - Introduction

00:26 - Common misconceptions about probate

01:08 - Why wills still go through probate

02:54 - New York probate process explained

04:05 - Required documents for probate

06:11 - Timeline expectations for probate

07:31 - Executor responsibilities and fiduciary duties

09:16 - Strategies to avoid probate through trusts

11:20 - Trust funding options and maintenance

12:33 - Advice for those considering trusts vs. wills

About the Show:

"Leaving a Legacy" is a podcast dedicated to demystifying estate planning with Rose Harper Law. The show provides valuable insights into protecting your assets and ensuring your legacy is preserved for future generations.

  continue reading

100 episodes

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