If you ask most people what they want out of an estate plan, the answer is usually: “Make the process easy on my family and ...

When I discuss estate planning with clients and get to the topic of real estate, a lot of clients say, “Both our names are on ...

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 ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Can probate delays be avoided? Personal representatives, such as executors and administrators, play a key role in avoiding probate delays. These people are responsible for managing the estate, which ...

Why a living trust isn't the answer for all your assets.

There are good reasons people want their estates to avoid probate, and a lot of ways to do it. Probate can tie up the estate for months or longer and incur extra expenses. While some states and ...