Probate Avoidance/ Privacy Planning

Keep Your Money (and Business) Out of the Public Eye of the Courts

Probate. It’s slow, expensive, and makes your private financial matters a public record. The good news? It’s only for the uneducated, unmotivated or procrastinators - you don’t have to put your family through it. If you educate yourself on how to avoid probate, and find the time and motivation to plan, it’s completely avoidable. At Pointer Creek Wealth Management, we help you structure your Estate so your assets transfer smoothly, privately, and exactly how you intended—without any government or probate attorney involvement.

Why Avoid Probate?

It's expensive – Legal fees, court costs, and delays can eat into what your heirs receive.
It's time-consuming – Probate takes months (or years) to resolve.
It's public – Anyone can see what you owned and who inherited it.
It can cause family disputes – Without you stating your intent, you leave your family to argue about it in court.

How We Protect Your Privacy & Your Wealth

Trust-Based Planning – Properly structured trusts keep your assets out of probate and under your control.
Beneficiary Designations – We ensure your accounts, insurance policies, and investments pass directly to your heirs.
Joint Ownership & Transfer-on-Death (TOD) Accounts – Simple, effective strategies to bypass probate.
Power of Attorney & Medical Directives – Protect yourself by ensuring the right people can act on your behalf.

Plan Ahead. Stay Private. Protect Your Legacy.

You probably worked hard to build your wealth—don’t let probate, taxes, or public scrutiny take it away. Let’s put the right strategies in place now so your financial legacy transfers seamlessly. Call us today to start planning.