When planning for the transfer of assets after death, two terms come up often: probate and trust. Probate is the ...

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to ...

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

Q: How do you know if an asset is a probate asset or not? Does it make a difference when creating a will? A: It’s really important to understand the difference between probate assets and non-probate ...

It’s like the spare tire in your car — useful if something unexpected happens, but not what you want to drive on every day.

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 process of paying a deceased person’s bills and transferring ownership of that deceased person’s property pursuant to the person’s will or Ohio law as overseen by the local probate ...

Before paying for complex avoidance strategies or leaving your family to navigate a mess, find out what probate looks like ...

I went through it when my father died, and my family spent the next year talking to lawyers, trying to get things squared ...

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 that happens after someone dies. It distributes the assets and pays any debts or taxes. If there's a will, you might wonder if probate is needed. Sometimes, probate is ...