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Myths and Frequently Asked Questions Planning with a Joint Pour-Over Trust

Myth #1: Because we are married, we must use a joint trust. When considering a trust-based estate plan, which has benefits such as...

Yours, Mine, and Ours: How Including a Pour-Over Trust Can Simplify Your Planning

A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have...

Bankruptcy’s Effects on Estate Planning

Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings...