Explore asset distribution strategies for estate planning, including the factors influencing the strategy choice and the ...

John Madden would be proud. When I am explaining the difference between probate and nonprobate assets to clients and seminar attendees, I usually produce a diagram that is worthy of the most elaborate ...

Walk-In Wills Image generated by Gemini Probate is rarely the simple administrative formality many anticipate; frequently, it evolves into a significant financial and emotional burden that catches ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

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 ...

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 ...

Q: How do you know if an asset is a probate asset or not? Does it make a difference when creating a will?

Add Yahoo as a preferred source to see more of our stories on Google. Many families have a beloved out-of-state vacation home where many cherished memories have been made. Families often plan to pass ...

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 ...