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

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to get his financial affairs in order before his passing. Though he exists ...

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

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to get his financial affairs in order before his passing. Though he exists ...

Grieving the loss of a loved one is hard enough, and families are lucky if they're able to prepare in advance for the worst. What most families aren't prepared for, though, are the predatory calls and ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

If you’ve recently lost a loved one and inherited a house, you may be facing a legal process known as probate — and wondering ...

The Repealing and Amending Act, 2025, simplifies inheritance for many. But for complex estates or NRIs, skipping probate can ...

Alejandro Hernandez Earns Certified Probate & Trust Specialist Designation from the California Association of Realtors® ...