Avoid Probate Court for Custodial and 529 Accounts: Essential Estate Planning Insights
Even without a full probate, families end up in probate court over custodial and 529 accounts—spending thousands in legal fees to access funds intended for their children. In this clip, Kirsten explains the probate trap most parents don't see coming and why these accounts need more than just your trust to avoid court. http://absolutetrustcounsel.com/201-estate-planning-misses-what-happens-when-your-custodial-or-529-account-has-no-successor/
[Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://absolutetrustcounsel.com/scheduling/
[Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://absolutetrustcounsel.com/scheduling/
Shared byTaylor Bose - 3 months ago
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