Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...
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 ...
When it comes to probate, are you one of many who opt for blissful ignorance? Are you a financial advisor whose clients are reluctant when it comes to getting their affairs in order? Then you’re in ...
When planning your estate in Washington State, one of the most common questions is whether to use a Revocable Living Trust (RLT) or a Will. Most are curious because of the horrors they hear or the ...
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5 assets you must never put in a living trust if you want kids to skip probate
Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...
If you’re an active real estate buyer, at some point you’ll likely come across a probate sale. Properties sold in probate court can be a good deal, as they’re often priced lower than other homes. But ...
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 ...
Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...
Will is the legal declaration of a person's intention, which he/ she wishes to be performed after his/her death and once the Will is made by the testator/ testatrix, it can only be revoked during ...
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Do You Need Probate When a Spouse Dies?
The need for probate when a spouse dies depends on various factors. If assets were owned jointly, they often pass directly to the surviving spouse without probate. Similarly, assets like life ...
Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Suzanne is a content marketer, writer, and ...
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