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 ...

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

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? On this episode of MorningLine, host Nick Beres discusses estate planning ...

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

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 ...

More details on the probate-avoidance strategies available in Wisconsin are outlined in the full article, Alternatives to ...

Your legacy is more than just what you’ve earned. It’s the story of your life, and the people you care about most. With thoughtful planning, you can create a clear roadmap that protects your assets, ...

Q: I have been told that you can avoid probate without using a trust by registering your bank accounts a certain way. Is there any truth to this? A: With some clever planning, it may be possible to ...

The topic of probate raises many questions, but the most frequently asked is a simple one: How can I avoid it? First, let’s understand what probate is. Probate is the legal process used to determine ...