Join us as we explore Trusts & Estates with our guest, attorney Zach Wiegand, at Gold Leaf Estate Planning and our own Trust and & Estate expert, principal Adam Thielen. Together, we unravel the complexities of Gift & Estate Exclusion Rates and guide first-time estate executors through the process of working with your advisors. We also aim to demystify the Probate process and shed light on some of the advantages of using a revocable trust.
Along the way Zach shares many fascinating examples with us – including a discussion on Prince and Michael Jackson’s Probate cases.
Tune in to find out more about:
- Gift & Estate Exclusion Rates
- First Steps for Estate Executors
- Probate Process
- Revocable Trusts – Pros/Cons
- Real World Examples
