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

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

Probate is a largely misunderstood but generally feared concept. Over half of the respondents to a recent study said that they have no idea about the costs involved in probate, and that they perceive ...

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 ...

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 ...

Q: I am retired and unmarried, and I have three children who live in other states. They don't get along very well. I'm trying to avoid probate when I die so that there will be nothing my children need ...

Navigating health care and long-term care costs is one of the most critical components of retirement planning, yet it’s often the most underestimated. Many retirees believe that Medicare will cover ...

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 ...

Soto Law Group has published a comprehensive new article, “Newport Beach Probate – How Long It Takes and What It Really Costs,” offering a detailed look into the probate process in Orange County, ...