Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to explain what really happens during probate – and why understanding the process can help families avoid costly mistakes.
They break down the executor’s role, common causes of probate delays, strategies to minimize complications, and when trusts, beneficiary designations, or joint ownership may (or may not) make sense. Ritesh also shares practical insights on protecting heirs, avoiding unintended estate planning consequences, tax considerations after a loved one’s passing, and why online estate planning tools and AI-generated legal guidance can create more problems than they solve.
Connect With Ritesh Email /// Website Phone: 770-857-4812
Download “Retirement By Design”: https://bit.ly/RetirmentByDesignCRT
Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct
Subscribe here:
