Learn how probate validates a will, pays debts, and distributes assets to heirs. State intestacy laws apply when there is no ...

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 ...

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 ...

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

After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...

One of the biggest mistakes people make with estate planning is to assume that estate planning means getting a document. Whether it is a will, a revocable trust, living trust, or any other document, a ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this should actually be a priority for your family.

Don't let common inheritance myths derail your family's future. Learn the truths about taxes, wills, and assets so you can ...

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 ...