Forbes Advisor asked nearly two dozen financial and real estate experts whether a primary residence was a good investment. Several of the respondents, 57 percent, said that buying a house is a good ...

In the realm of estate planning, ensuring that your assets are transferred smoothly to your loved ones after your passing is a paramount concern. One valuable tool in this endeavor is the beneficiary ...

Question: My mother is the trustee of her revocable living trust, with me as the sole beneficiary. The only asset in the trust is my mother’s house. My mother wants to simplify things and record a ...

One of the more useful estate planning tools for people wanting to avoid probate is a beneficiary deed. A beneficiary deed does for real property what a pay-on-death designation does for bank or ...

Part of planning for the future involves getting your estate in order, and determining who you want your assets to pass to when you die. If you have real estate property, and want it to transfer to ...

About half of all states now let real estate owners transfer properties at death using beneficiary/transfer on death deeds. The deeds are less costly to draft than living trusts. They're also flexible ...

In our last column, we talked about some people's misguided attempts to avoid probate and how those so-called "shortcuts" can cause more problems, and cost more money, than if a family simply followed ...

Question: We are senior citizens living in Surprise. Our only child is our son who lives in Ohio. In order to avoid probate, we have placed all of our assets, such as mutual funds, in P.O.D. (payable ...

Aaron wants to leave his condo to his sister, Becky, when he dies. While he could simply leave the property to her in his will, he does not want her to have to go through the legal process known as ...

An owner of real estate (grantor) can convey the property to another person (grantee) using any of several different kinds of deeds under Colorado law. Each of these deeds has its own application as ...