Q: I am an 81-year-old divorced, retired educator. I have a will and advance directive which were drawn up by an attorney who is now deceased. I would like to get a Transfer on Death Deed to pass my ...

You can’t wander far into the Texas estate planning forest without coming across a Transfer on Death Deed. So, what is that and why on earth would you ever want one? We’ll use an easy example. Suppose ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. An increasingly popular way to avoid probate and other estate planning ...

Without the proper setup, your taxable investment account won't simply transfer to family members after death. Even with a death certificate in hand, loved ones can face weeks or months of paperwork ...