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 ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...

Jehan Crump-Gibson is an accomplished attorney and founder of her own law firm, Greal Lakes Legal Group, PLLC, specializing in business, real estate, and probate law. With over 16 years of experience, ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

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 ...

Avoiding probate can save your beneficiaries time, reduce costs and protect their privacy while your estate is being settled. You can keep your Connecticut estate out of the probate court system by ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. Probate can be an intimidating ...

Michelle Ogata, Principal Attorney at Estate Planning Partners Hawaii, recently joined Kay Mukagawa of Engel and Volkers for a brand new edition of Living Akamai to shed light on probate and how to ...

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 ...