Watch the full episode of Retiring Today with Loren Merkle - "Three Often Overlooked Legacy Planning Documents":    • Getting Started with Legacy Planning ...  

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/...

How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/...

Chapters
00:00 The Probate Process Explained & The Cost of Probate
01:00 Is a Trust or a Will Best?
01:55 Which Assets Go Into a Trust
03:57 How to Find an Estate Planning Attorney
04:24 One Common Legacy Planning Misconception

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