#probate
6 stories

She'll Put Her Son on the Deed and Keep Living in the House
Adding a son to property deed skips probate but risks half step-up tax benefit.
24/7 Wall St. · 1m

Will vs Trust: What You Really Need
Your estate plan might need both a will and a trust for smooth inheritance.
Kiplinger · 1m

Dolly's lesson: 7 ways to stop your estate from becoming a family war
Even the best-laid plans can spark fights. Here's how to protect your legacy from becoming a legal mess.
Kiplinger · 2m

How to choose the right executor for your estate
Picking an executor is not sentimental, it's a critical decision that requires strategy, honesty and planning.
Kiplinger · 3m

Why social media estate planning advice can backfire
Generic tips from online strangers ignore your family's unique needs and could lead to costly legal battles.
Kiplinger · 1m

Don't let your vacation home tear your family apart
A beloved family retreat can become a source of conflict without proper estate planning and honest conversations.
Kiplinger · 2m