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 MoreMarch 4, 2021 •
Estate Planning ![]()
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreFebruary 23, 2021 •
Estate Planning ![]()
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
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