A Commitment
to Each Client.
Do you have a revocable living trust? If you do (or are even considering one), then you need to learn about pour-over wills. A pour-over will is a unique part of an estate plan designed to work with a revocable living trust. Here’s what you need to know. How does a...
Ideally, when a parent passes away, they leave a will behind. It notes how the personal items they are passing to their heirs should be split up. It may say specifically how this should be done -- Child A gets a certain painting, Child B gets the book collection, etc...
It is common for individuals to focus on physical assets while creating the various documents that become an estate plan. Unfortunately, they might fail to realize that digital assets have slowly grown in importance over the last two decades. Couples often find that...
