Dawn Dale — Mistakes to Avoid in Probate
On our fourteenth episode of #ProbateNavigated we stop by to visit with Dawn Dale.
Dawn Dale is the founder of Sage Trust Law Group. Prior to establishing Sage Trust Dawn began her career at a boutique firm in Dayton, OH focusing on tax and estate planning. She then relocated to DC, and joined Bank of America’s Private Bank as a Wealth Strategist.
What are the most common mistakes to avoid?
Invest in appropriate upfront planning and communication with family members.
Ensure that your will is current.
Secure any real estate immediately.
Rushing to complete the probate process
Not retaining wise and appropriate counseling
You can connect with Dawn below:
P | 703–244–6611
Want to connect with me? Simply reach out on any of the social media platforms below:
Ready to Simplify?
I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.
DISCLAIMER: This site is not meant to be a resource for legal or tax advice, but instead for basic information concerning various aspects of estate administration. Therefore, we recommend getting legal or tax advice from your accountant or attorney who can provide relevant counsel for your particular case.