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Home » Financial Services » Probate and Estate Distribution

Probate and Estate Distribution

What is probate? Probate is the legal process required to facilitate asset transfer to beneficiaries in the event of your death. If you die without having an established trust or will, it’s up to the state to decide where your estate and assets are distributed. This process, called intestate, can be costly, time consuming, and frustrating. This is why a will and legal estate planning are so crucial; without either of these in place, your property isn’t likely to be distributed the way it’s meant to. To avoid this, we can connect you with an estate planning attorney to help you.


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.



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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. MAS and Phillip Allen Inc., Common Sense Retirement Planning or Tony Dale, Inc are not affiliated entities.

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