When someone dies without a plan in place for their assets it can trigger probate. During this court-supervised process, the ...

Next Avenue recently asked readers to tell us the estate planning questions they’d like us to answer. We’re now back with the experts’ views on the top question on your mind, plus — as a bonus — their ...

There are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.

An estate account is a specialized checking account used to manage a deceased person’s financial affairs. It allows an ...

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

The death of a parent is a difficult time, bringing out strong emotions and highlighting any underlying family tensions. Add to that the distribution of assets and the stress of probate, and there's ...

A bereavement is bad enough; finding out later that you have been ripped off by your bank or solicitor when dealing with the estate just piles on the misery. Fees for what is known as "probate" – the ...

An executor is expected to pay the expenses of an estate on time, but what happens if the estate is tied up in the probate process? Thank you for your question, Carol. This is something I’ve seen many ...

Losing someone you love is already hard. Now imagine being the person responsible for handling everything they left behind. The paperwork, the phone calls, the decisions. It can feel like you’re ...

“Am I required to create three new inherited IRAs so that the firm can divide it equally?” ...

Q: My mother died in January 2023. My sister is the executor of her estate. When I enquire about what is going on with the probate, she gets hostile and says it's in probate court and she's waiting to ...