January 2019 Archives

What are the benefits of creating a trust?

When people think of estate plans, they likely imagine writing a will. Though a will works well for some, it might not be the best estate planning document for everyone. Creating a trust provides benefits that a will does not, and it is often a wise choice for people with a large estate.

How pour-over wills work

Once you set up a revocable living trust to hold your assets, you don't necessarily stop acquiring new assets. What happens if you die before some of those new assets have been added to the trust (or otherwise been assigned designated beneficiaries)?

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