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How to prevent your investment assets from going into probateProbate is a legal process that takes place after someone’s death. It’s designed to ensure the deceased’s debts are paid and their assets are correctly distributed to their beneficiaries.
The probate court process is required before financial property and real property held in the name of the deceased person can be retitled into the name of an heir, but probate is not required for ...
Rob Carrick says picking an executor is a bigger ask than many people realize because of the workload and decision-making ...
One resolution that can help you and your family later in your life is a key aspect of an estate plan that is sometimes ...
Buying a property in probate can offer several advantages, especially for those looking to make a profit or invest in a home at a potentially discounted rate. When a property owner passes away, their ...
The trust can also be used to reduce estate tax liabilities and ensure professional management of the assets. A disadvantage of a testamentary trust is that it does not avoid probate—the legal ...
Many of our clients choose to set up revocable living trusts as part of their estate plan, often with the primary goal of ...
Applying for probate is an important part of dealing with and distributing someone’s assets when they die, but it can be a complex and complicated process. In this guide, we will aim to ...
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