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, ...

Learn how probate validates a will, pays debts, and distributes assets to heirs. State intestacy laws apply when there is no ...

In light of probate fee increases, is now the right time to take out an investment bond and wrap around a probate trust? From April 2019, the amount of probate fees payable will depend on how much the ...

As part of the advice process, when meeting a client for the first time, one of the key questions the adviser asks is whether the client has a will in place. This can then lead to discussions around ...

Identify who can benefit from using a discretionary probate trust Explain why they are useful in certain circumstances Describe how a discretionary probate works Identify who can benefit from using a ...

Unlike a will, a living trust does not go through probate, which can save time and reduce legal costs. This can help streamline the process of distributing assets to designated beneficiaries without ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of ...

According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning ...