When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate is a legal process that distributes a dead person’s assets and settles their ...

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 ...

“I am not looking to hire an attorney.” ...

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 ...

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 ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets are actually designed to bypass the court system without ever touching a ...

In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not ...

Q: I know that I can transfer up to $25,000 without probate. Does that figure include bank accounts that are payable on death? If so, any solutions other than a trust? A: Indiana, like most states, ...

I have heard conflicting information about trusts vs. wills regarding probate. If you only have a will, does it have to go through probate in California? If so, how long does that process take and how ...

Opening our new office at 4 Waterway Square Pl., Ste. 400, The Woodlands, TX 77380 allows us to be closer to the ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this should actually be a priority for your family.