Probate is the legal procedure that takes place after a person's death to ensure that their will is valid, their debts are paid, and their assets are properly distributed to their heirs or ...

Very few people know how to manage and take care of an estate when someone passes. There seems to be an endless stream of paperwork to complete and it becomes even more complicated when you have to ...

An estate represents a person's total property, including but not limited to real and personal property, owned or controlled by an individual at the time of their death. Probate is the legal process ...

One of the most effective tools in the estate planning process is a trust, which can offer significant advantages-including the ability to bypass the often lengthy and costly probate process. Trusts, ...

This is the third installment of my seven-part series on major estate planning mistakes. The first two are here and here. Not avoiding probate. When an asset passes to others through a will, it has to ...

Probate handles asset distribution post-death; having a will simplifies this process. Assign beneficiaries for assets like life insurance to bypass probate. Creating a trust can avoid probate, ...

Probate can be a lengthy and complex process, leaving executors eager to find ways to expedite it. Familiarizing yourself with the legal procedures and documentation required to settle an estate ...

Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, ...

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 ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...