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Episode 9 – Avoiding the Probate Court System episode artwork

Jun 11, 2019 4 min

Episode 9 – Avoiding the Probate Court System

from A Thousand Miles from Wall Street Hosted by Creative Planning

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team! Important legal disclosure: http://bit.ly/2DC250b

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What this episode covers

Peter Mallouk interviews Annie Rogers, Creative Planning Attorney about what the probate court system is and how to avoid it. The passing of loved ones is a difficult time. Having an estate plan set up to avoid excess costs, public asset transfer, and a long and tedious process is ideal. Join in for our discussion in our latest episode. More about guest Wealth Manager, Annie Rogers: http://bit.ly/2wp83gF Important legal disclosure: http://bit.ly/2DC250b

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Episode 9 – Avoiding the Probate Court System

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