"The first thing to do is to go to a lawyer who understands state law and sit down with them and look at two things: How do you avoid probate, and what is the most tax-efficient way to transfer assets?"
"There's lots of lawyers that specialize in... reasonable plans for a lot of it's boilerplate, but, but then they can add in the things that you want, put in names, places, organizations you'd like to leave money to."
"Make sure that there are a lot of death certificates... in most cases, people need to prepare to have between five and ten death certificates made available."
"Pay ahead for your funeral or cremation to save your family having to make difficult and costly decisions at a challenging moment."
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