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

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 ...

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 ...

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 ...

What should I do to get my estate planning affairs in order, and how do I get around probate? As we progress into 2016, it is important to get your estate planning documents together in the event the ...

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, ...

Probate can be a lengthy and complex process, leaving executors eager to find ways to expedite it. Familiarizing yourself with the legal procedures and documentation required to settle an estate ...

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 ...

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 ...