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 ...

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 ...

Can You Settle an Estate Without Probate? In certain situations, it is possible to settle an estate without going through probate. Assets held in joint ownership, assets with named beneficiaries (such ...