When a person dies without proper planning, their estate enters a public legal process that can last months—sometimes ...

Get started to see how well you understand the benefits of planning for the future and ensuring your final wishes are carried ...

The complex legal process of probate is the subject of a newly released article, “Navigating the Orlando Probate Process: What Every Executor Needs to Know“, featuring insights from Tom Moss, an ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

Govt removes probate of will requirement; Do you still need to do probate of will voluntarily for succession planning? Know ...

When a person dies with a will, their estate must usually undergo probate. This is the process by which the will is proven to be valid. As part of this process, the probate court will appoint an ...

Whether enforcing a divorce decree or signing a will, the answers underscore the importance of acting promptly and ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every asset. Some accounts and policies already have built-in ways to sidestep ...

Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a ...

Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...