Have you reduced the impact of probate costs on your estate?
While revocable living trusts that own assets eliminate probate, there are other simple ways of eliminating probate such as Transfer On Death (TOD) registrations and beneficiary provisions on retirement asset accounts that don’t include the trust. Brokerage and bank accounts can be set up as TOD accounts easily. Let Columbus Advisors look your various asset account registrations to see if you are optimizing the opportunities to reduce or eliminate probate costs.