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Probate

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How To Simplify the Probate Process

January 10, 2021

In last week’s issue of Retirement Watch Weekly I presented 10 Steps to Avoid the Probate Process. Since this can be a complicated process, I’ll expand on those and explain the most commonly used probate forms. Probate can be a long and expensive process in which an estate is settled and distributed to the next […]

estate planning

10 Steps to Avoid the Probate Process

January 3, 2021

Happy New Year! A few months ago on the pages of Retirement Watch Weekly, I shared a story called: What You Need To Know about the Probate Process. This was a very popular topic with my readers, so I decided to expand on it. Let’s begin with a recap of exactly what probate is. In […]

estate planning

What are the Most Commonly Used Probate Forms?

November 11, 2020

  Probate can be a long and expensive process in which an estate is settled and distributed to the next generation of owners. During probate the estate’s administrator, who sometimes is called the executor or personal representative, prepares and files forms with the probate court.   What is Probate? Probate is the legal process that […]

10 Tips to Avoid Probate

November 11, 2020

  Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid.    Probate is necessary in all cases. While having a last will […]

estate planning

What is a Probate Sale and How Does It Work?

October 23, 2020

  Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid.    A probate sale is when property that was owned by the […]

retirement-strategy-how-to-transfer-real-estate-to-family

How Does Probate of Real Estate Work?

October 23, 2020

  Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid.    The last will and testament of the person who created it, […]

What Are the Roles and Responsibilities of the Probate Judge?

October 23, 2020

  Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. During the process, an executor will be appointed to administer the estate. […]

little-known-new-tax-laws

What is the Uniform Probate Code?

October 23, 2020

  Probate is the legal process that ensures your debts are paid and legal title of your assets is transferred to the appropriate heirs and beneficiaries. If you have a will, the probate process will determine whether the will is authentic and valid. During the process, an executor will be appointed to administer the estate. […]

July 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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