Probate is the process of paying a deceased person’s bills and transferring ownership of that deceased person’s property pursuant to the person’s will or Ohio law as overseen by the local probate ...

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. Probate can be an intimidating ...

We constantly hear from advisors that we should plan our affairs in such a way as to avoid probate. What does the phrase mean and what property is subject to the probate process? What planning is ...

Assets go through probate court on death due to misconceptions about how the law works and specifically how wills are used. A common misconception about wills is they avoid problems on death because ...

Learn how estate planning protects your assets and family. Avoid probate, save time and money by holding your assets in a ...

Why a living trust isn't the answer for all your assets.

In presentations regarding essential actions individuals should take regarding inheritance, emphasis is usually placed on drafting a will. This leaves unanswered what happens to assets that do not ...

There are good reasons people want their estates to avoid probate, and a lot of ways to do it. Probate can tie up the estate for months or longer and incur extra expenses. While some states and ...

Heirs and executors get free, personalized broker matching for probate sales, trust transactions, and complex estate ...

Up-to-date beneficiary designations are an important part of maintaining the health of your overall estate plan. When naming a beneficiary to an account, such as life insurance, retirement plans, ...

Estate of Myers v. Commissioner 1 is an important estate-planning case as it suggests the Internal Revenue Service can pursue unpaid estate taxes against its choice of beneficiaries, probate or ...