May 25, 2022 •
Estate Planning A pour-over will is a particular kind of will created to work with a trust, with a goal of facilitating the transfer of assets if the person creating the trust (the grantor) has not transferred all of their assets into the trust.
Read MoreJanuary 25, 2022 •
Estate Planning This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Read MoreNovember 5, 2021 •
Estate Planning Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Read MoreApril 19, 2021 •
Estate Planning If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
Read More