Probate eats up lots of time and money, but there are ways to avoid it. Here are 7 expert tips.

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 ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get transferred to loved ones or go to probate often comes down to a few small ...

Many people assume that creating a Last Will and Testament is the final step in protecting their family and their assets.

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. Probate can be an intimidating ...

In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not ...

Up-to-date beneficiary designations are an important part of maintaining the health of your overall estate plan. When naming a beneficiary to an account, such as life insurance, retirement plans, ...

Inheritance Funding reports that probate delays can be minimized by personal representatives through clear communication, timely document handling, and organized estate management.

Q: I know that I can transfer up to $25,000 without probate. Does that figure include bank accounts that are payable on death? If so, any solutions other than a trust? A: Indiana, like most states, ...