Estate Planning
Probate
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Bypassing Probate
There is usually little reason to avoid probate today. States continue to revise their probate laws, making them more consumer friendly.
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Does property owned jointly avoid probate?
It depends. Generally, there are four forms of joint ownership.
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The Probate Process: 3 to 9 Months After Death
This explains six tasks that you should take during the 3 to 9 months after death.
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The Probate Process: 9 to 12 Months After Death
This explains five tasks that you should take during the 9 to 12 months after death.
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The Probate Process: Initial Tasks
This explains seven tasks that you should take during the initial probate process.
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Types of Post-Mortem Elections
A post-mortem ("after death") election is an estate planning technique that can help minimize federal transfer tax or income tax liabilities.
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Understanding Probate
A probate is a court-supervised process that winds up your financial affairs after your death.
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What is probate and why do I want to avoid it?
Why do you want to avoid probate? Because for some estates, it may be a time-consuming, costly, and public procedure.
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