If all registered assets pass to your intended beneficiaries without the need for an estate grant, then probate is not ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. About 70% of U.S. adults don’t have a will or trust, according to ...

We constantly hear from advisors that we should plan our affairs in such a way as to avoid probate. What does the phrase mean and what property is subject to the probate process? What planning is ...

What is probate? Is there a way to avoid it? Do you need a will? Why is having a power of attorney more important than a will ...

Probate is the legal process by which a deceased person's estate is settled. This includes validating their will (if any), paying off debts, and distributing assets as per the will or state law if ...

Most people have goals for what they wish to achieve in the next 10 years, five years, five months, that day or even in the next hour. Short-term and long-term goals are a good and healthy way to ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

Avoiding probate can save your beneficiaries time, reduce costs and protect their privacy while your estate is being settled. You can keep your Connecticut estate out of the probate court system by ...

Probate can be a lengthy process, and cost your beneficiaries more than it should. It’s the process of distributing your assets if you haven’t properly planned out your finances for when you pass away ...

On this episode of MorningLine, host Nick Beres discusses estate planning and elder care law with attorney Chris Johnson of ...