Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Avoiding Probate

Found 3 Articles.

Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

How to Manage Your Estate Plan without Wills & Trusts

July 13, 2018

You might be surprised to learn that many estate planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

to-probate-or-not-to-probate

To Probate Or Not To Probate

March 1, 2003

Estate taxes are far from the biggest expense for most estates. If the 2001 tax law is allowed to take full effect, in 2010 estate taxes won’t be an expense for anyone. Yet, estate planning is critical for estates of all sizes, because other expenses can take a big bite of every estate. The largest […]

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