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

Probate is the court procedure of proving a will after someone (the decedent) who has completed his or her last will and testament dies. If you have a will and pass away, you have passed away testate ...

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

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 ...

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

The probate process gets a bad reputation, but it’s the reality many families will face, and it’s a process that can function well for some small estates. [Read: How to Prepare to Be an Executor of an ...

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

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 ...