A pour-over will is a handy estate planning tool when used with a living trust. It allows you, the trust maker, to address undesignated property that you might have left out of your regular will. For example, say that you forgot to include your granddad’s impressive...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Month: April 2023
Are your children ready to receive an inheritance?
You’ve worked hard for many years to pass on a decent inheritance to your children. They are getting older now and someday the time will come when they will inherit significant assets. You trust your children completely but want to make sure that they are prepared for...
Is a spendthrift trust right for your situation?
One of the compelling reasons why people set up estate plans is to protect their assets and preserve their legacies. But what if you are worried about some of your beneficiaries’ abilities to prudently manage their inheritance? If you are concerned about your...
Does everyone need a will?
If you are 18 years of age or older, you have likely heard that you need to make a will and that you need to review it at least once each year to make sure that it is updated. But… do you really? If you’re a younger adult, you may not own many assets and you may not...