My 27-year-old son has a dilemma. He’s the executor of his dad’s estate. (There’s no trust in place, but there is a will.) At this point, the estate has less than $100,000, if that matters. Is it ...

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 ...

Once you have taken the essential step in formulating your estate plan, you must name an executor of your Will. Whom should you designate for this significant role, and what is expected of them? An ...

Application for Probate required for the estate of a deceased person prior to the distribution of the assets according to the Will of the deceased according to law following deduction of any death ...

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

Your money can leave a lasting legacy and live on much longer than you do. And when set up properly, your assets can be transferred to family members easily after you die. Planning ahead of time can ...

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

'There's no trust in place, but there is a will' "How long does it take for an executor to be able to access the account and pay the debts of the deceased?" (Photo subject is a model.) Dear Quentin, ...