In this episode of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between wills, which go through probate, and trusts, which can avoid probate if properly set up. They discuss the importance of titling accounts and designating beneficiaries to avoid probate, focusing on transfer on death (TOD) and pay on death (POD) designations, and joint accounts. Steve also covers how state laws affect asset ownership and distribution, especially in divorce and estate planning contexts. Learn how to efficiently protect your assets and get it right the first time.



Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com



Hosts:

Brian Wiley, Financial Advisor

Steven Rausch, Attorney, Gravis Law

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com



Ataraxis PEO

https://ataraxispeo.com



Tree City Advisors of Apollon:

https://www.treecityadvisors.com



Apollon Wealth Management:

https://apollonwealthmanagement.com/



Formations:

https://get.formationscorp.com/real-money-pros

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In this episode of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between wills, which go through probate, and trusts, which can avoid probate if properly set up. They discuss the importance of titling accounts and designating beneficiaries to avoid probate, focusing on transfer on death (TOD) and pay on death (POD) designations, and joint accounts. Steve also covers how state laws affect asset ownership and distribution, especially in divorce and estate planning contexts. Learn how to efficiently protect your assets and get it right the first time.
 
Listen, Watch, Subscribe, Ask!
<a href="https://www.therealmoneypros.com/">https://www.therealmoneypros.com</a>
 
Hosts:
Brian Wiley, Financial Advisor
Steven Rausch, Attorney, Gravis Law
—————————————————————
SPONSORS:
Guild Mortgage:
<a href="https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&amp;utm_medium=description&amp;utm_campaign=sponsor">https://guildmortgage.com</a>
 
Ataraxis PEO
<a href="https://ataraxispeo.com/">https://ataraxispeo.com</a>
 
Tree City Advisors of Apollon:
<a href="https://www.treecityadvisors.com/">https://www.treecityadvisors.com</a>
 
Apollon Wealth Management:
<a href="https://apollonwealthmanagement.com/">https://apollonwealthmanagement.com/</a>
 
Formations:
<a href="https://get.formationscorp.com/real-money-pros">https://get.formationscorp.com/real-money-pros</a>
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