Explore if all wills need probate, the steps involved in probating, how to avoid probate, the role of executors, and variations in probate laws.

If you die without a will or a living trust, probate can substantially influence the transfer of your assets. Here’s what you need to know to avoid the probate process. If you want to protect ...

You always want to ensure your trust is aligned with your current situation and wishes. A simple amendment might do the trick ...

Trusts are much better than probate because they avoid delays, probate costs, publicity from probate and family disputes that often result from the court probate process that is required in nearly ...

Based on my research, I feel like I’m pretty well versed in what I am supposed to do when it comes to creating an estate plan ...

Bob Carlson researches all facets of retirement finances. An increasingly popular way to avoid probate and other estate planning issues is the transfer on death or payable on death account.

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

While Rhode Islanders can avoid the costly and complex process of probate when they pass along financial assets like pension plans and life insurance policies to a named beneficiary, these mechanisms ...