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Found 20 Articles.
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estate planning

How to Manage Your Estate Planning without Wills, Trusts, and Probate

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 […]

Probating Your Estate: Issues and Strategies

June 1, 2015

Do you want your estate to avoid Probate? If so, how should you avoid probate? Those are key questions that need to be answered as part of your estate plan. The answers often de-pend on where you live, how valuable your estate is, and the types of assets you own. Probate is a state and […]

estate planning

Evaluating the Estate Planning Probate Decision

July 1, 2013

Probate rises to the forefront of Estate Planning. With only a small minority of estates at risk of owing federal estate taxes, the greater threat to separating your wealth from the objects of your affection and delaying the transfer is probate. Regardless of the value of your estate, you need to spend time considering probate. […]

estate planning

Estate Planning for Avoiding Probate, Or Not

July 1, 2010

With the estate tax eliminated for 2010 and changes on the back burner until fall, this is a good time to take a look at another key element of Estate Planning. One of your key estate planning issues is to what extent, if any, your estate should avoid Probate. This is very different from decisions […]

October 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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