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 ...

Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if ...

Jehan Crump-Gibson is an accomplished attorney and founder of her own law firm, Greal Lakes Legal Group, PLLC, specializing in business, real estate, and probate law. With over 16 years of experience, ...

Michelle Ogata, Principal Attorney at Estate Planning Partners Hawaii, recently joined Kay Mukagawa of Engel and Volkers for a brand new edition of Living Akamai to shed light on probate and how to ...

One of the biggest mistakes people make with estate planning is to assume that estate planning means getting a document. Whether it is a will, a revocable trust, living trust, or any other document, a ...

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 ...

The largest wealth transfer in history is causing a surge in estate disputes. Learn how to protect your estate and ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down ...

The topic of probate raises many questions, but the most frequently asked is a simple one: How can I avoid it? First, let’s understand what probate is. Probate is the legal process used to determine ...