If all registered assets pass to your intended beneficiaries without the need for an estate grant, then probate is not ...

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 you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...

Avoiding probate can save your beneficiaries time, reduce costs and protect their privacy while your estate is being settled. You can keep your Connecticut estate out of the probate court system by ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

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 ...

Unlike a will, a living trust does not go through probate, which can save time and reduce legal costs. This can help streamline the process of distributing assets to designated beneficiaries without ...