August 27, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreDoes A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust is often used in conjunction with a pour-over will.
The essence of how this works is that all property that passes through your will at the time of your death is transferred into a trust and is then distributed to trust beneficiaries that you named while you are still alive. Many people might be curious about whether or not there are advantages to using a pour-over will.
What’s the reason for having a will that does nothing except transfer property into your trust? The answer is that your estate planning attorney might recommend that it’s a good idea to have all of your assets protected by the terms of only one document and that is your trust document.
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Blog
August 26, 2019 |
Have You Made These Mistakes in Your Financial Powers of Attorney?
A power of attorney document is instrumental in outlining who is eligible to step in and manage your finances if you become unable to do ...
Learn MoreAugust 21, 2019 |
Does A Pour-Over Will Really Offer Me Any Advantages?
You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust ...
Learn MoreAugust 20, 2019 |
Knowing How Your Family Dynamics Can Influence Your Estate Plan
It’s been said that your estate plan is only as good as the agents associated with it. It’s important, for example, to have conversations around ...
Learn MoreAugust 19, 2019 |
Do You Know Where Your Estate Documents Are?
Nearly half of all Americans have no estate plan at all, so you’re to be commended if you’re ahead of that curve. But once you’ve ...
Learn MoreAugust 14, 2019 |
Study Shows That Women Have Different Goals When Planning Ahead For Their Future
Whether you’re married, single, or remarried, you’ve got to have an eye towards your own future as a female. Estate planning, financial planning, and asset ...
Learn MoreAugust 13, 2019 |
How to Reduce Financial Stress with Planning
Heading off into your financial future without a clear plan and goals is like setting sail without charting your course first. It’s one of the ...
Learn MoreAugust 12, 2019 |
What Do You Need to Know About Undue Influence?
The law enables you to use tools such as trusts and wills to accomplish your goals and provide for the people you care about either ...
Learn MoreAugust 9, 2019 |
What You Should Know About Future Exemption Levels
Many people are already familiar with the 2017 Tax Cuts and Jobs Act that made significant changes to tax planning. However, the gift tax and ...
Learn MoreAugust 8, 2019 |
What Neel’s Roller Coaster Face Teaches Us About Investing
Check out my face in the image above. Am I smiling? Crying? Scared or excited? This picture was taken at Kingda Ka at Six Flags Great Adventure ...
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