Feb 14, 20223 minMyths and Frequently Asked Questions Planning with a Joint Pour-Over TrustMyth #1: Because we are married, we must use a joint trust. When considering a trust-based estate plan, which has benefits such as...
Feb 7, 20223 minYours, Mine, and Ours: How Including a Pour-Over Trust Can Simplify Your PlanningA number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have...
Jan 23, 20226 minBankruptcy’s Effects on Estate PlanningBankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings...