When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate ...

Probate can be a real headache, and it’s something most folks want to dodge if they can. It’s not just about the red tape; it ...

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 ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

Inheritance Funding reports that probate delays can be minimized by personal representatives through clear communication, timely document handling, and organized estate management.

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 ...

Many people assume that creating a Last Will and Testament is the final step in protecting their family and their assets.

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 ...

Q: I am retired and unmarried, and I have three children who live in other states. They don't get along very well. I'm trying to avoid probate when I die so that there will be nothing my children need ...