Avoiding probate is often an important goal for many estate planning clients. Probate is the court-supervised process of administering a deceased person’s estate and transferring their property at ...

Payable on death (POD) and transfer on death (TOD) accounts both offer a unique mechanism for streamlining the transfer of ...

Americans have trillions of dollars of wealth locked up in their homes, and passing it on at death can get messy quickly. The typical way of outlining who should get the house in a will can cause ...