BGG Financial

Services

Avoid Probate

Probate is the court process that settles an estate after someone dies. It can take months, cost your family money and become public record. A will, a trust and beneficiary names that actually match your life today are how you move your assets around that process instead of through it.
A happy family enjoying life together

Wills

A will names who receives your things and who raises your children. On its own it does not avoid probate, but it keeps your wishes, not a judge's guess, in charge of the process.

Trusts

A living trust that actually owns your home, accounts and savings passes them straight to your family. Assets held in the trust never go through probate court at all.

Beneficiary Reviews

Life insurance, retirement accounts and payable-on-death accounts go directly to the people you named, no court required. Outdated names are the most common reason families end up back in probate.

How Your Assets Are Titled

Joint deeds, transfer-on-death deeds and beneficiary designations decide which assets skip probate. We walk through your property one by one so nothing is left to chance.

Common questions

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