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 ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if ...

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 ...

Probate is a largely misunderstood but generally feared concept. Over half of the respondents to a recent study said that they have no idea about the costs involved in probate, and that they perceive ...

Probate is the legal procedure that takes place after a person's death to ensure that their will is valid, their debts are paid, and their assets are properly distributed to their heirs or ...