Avoid Probate, Protect Assets: Is a "Transfer on Death" Right for Your Estate Plan?

Welcome back to Plan Now Win Later on LI News Radio 103.9 FM.

In today’s episode, you’ll hear about:

• House TOD: An option, but potential major issues.

• Know the Limits: TODs don’t protect against nursing home costs or creditors.

• Save on Fees: Avoid probate costs by understanding TOD and trust options.

• Stay in Control: An irrevocable trust can secure your assets long-term.

If you’re one of the listeners who’s called in to meet with me, thank you. I appreciate your trust and continued support.

If you haven’t called in yet and would like a free consultation with Kurt, you can call: (631)-265-7200 or visit plannowwinlater.com for an immediate appointment & consultation.

Regardless of age, health, or wealth, every adult individual should have an estate plan.

Call me, Kurt Widmaier, at (631)-265- 7200, or you can visit plannowwinlater.com for an immediate appointment & consultation