One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate. This job is the responsibility of the executor, and it’s often no small feat. 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 ...

You may want to avoid paying a lawyer, but in most circumstances, you're not allowed to file for probate on your own Got a question about investing, how it fits into your overall financial plan and ...