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 ...

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 ...

Dear Jonathan: I just completed the probate of my late brother’s will. I was the personal representative he appointed to act on behalf of his estate. This was not a pleasant experience and in fact, ...

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 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 ...

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, ...

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 ...

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 ...