Probate Explained: What Every Family Needs to Know Before It’s Too Late

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

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Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.

Probate Explained: What Every Family Needs to Know Before It’s Too Late

Zachary Morris, CFP®

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