Phillips & Cohen Associates (PCA), which has spent more than 28 years focused on compassionate deceased account management, ...

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

Trust & Will Cody Barbo - Co-Founder of Trust & Will. Our mission is to make Estate Planning inclusive, accessible and affordable for all. In case you’re not already familiar, the probate system is a ...

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 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 ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Probate is a term that often sends shivers down the spine of those unfamiliar ...

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 ...

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

What is probate? Is there a way to avoid it? Do you need a will? Why is having a power of attorney more important than a will ...

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