George Real Estate Group Radio Broadcast
Oct 5, 2026 · 34 min · 11 segments
One overlooked detail can turn a paid off home, a mountain cabin, or a rental portfolio into a court supervised mess, right when your family has the least bandwidth to deal with it. We sit down with…
Because if you do not have a will or trust in place, what we said earlier, the state's default...
And at your bank, there are things called pay on death or transfer on death, sometimes called POD or TOD, that you can assign to your accounts.
And if we set those up correctly, we can pass those assets outside of probate as well.
If we are doing a will plan or even if we're doing a trust plan and we work through their accounts and we make sure that all of their accounts are properly set to distribute to their beneficiaries or their trust, we're trying to avoid probate whether we set up a will plan or a trust plan for our clients.
cannot tell you how many people that have told me, and I've seen it on both sides, where children are navigating through probate because of decisions not made before their parents passing.
And the stark difference between those children's experiences dealing with their parents' estates is very dramatic, depending on the decisions made before.
And the burden you can you you could, you know, not to be cliche, you can it's it's a burden or a blessing in the sense of like your planning or lack of planning can be one or the other for your your children and heirs.
Because if you do not have a will or trust in place, what we said earlier, the state's default...
And at your bank, there are things called pay on death or transfer on death, sometimes called POD or TOD, that you can assign to your accounts.
And if we set those up correctly, we can pass those assets outside of probate as well.
If we are doing a will plan or even if we're doing a trust plan and we work through their accounts and we make sure that all of their accounts are properly set to distribute to their beneficiaries or their trust, we're trying to avoid probate whether we set up a will plan or a trust plan for our clients.
cannot tell you how many people that have told me, and I've seen it on both sides, where children are navigating through probate because of decisions not made before their parents passing.
And the stark difference between those children's experiences dealing with their parents' estates is very dramatic, depending on the decisions made before.
And the burden you can you you could, you know, not to be cliche, you can it's it's a burden or a blessing in the sense of like your planning or lack of planning can be one or the other for your your children and heirs.
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