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

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 ...

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

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

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

Inheritances can take months to receive, especially if they have to go through the probate process. This type of asset, ...

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 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 ...

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, ...