How Including a Pour-Over Trust Can Simplify Your Planning
A pour-over trust can help alleviate some of the stress that may come from making estate planning decisions as a couple.
Personal Attention.
Powerful Representation.
Proven Results
A pour-over trust can help alleviate some of the stress that may come from making estate planning decisions as a couple.
If you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS).
Protecting your business from the unknown, like absence and incapacity, is smart and part of your responsibility as an owner.
As a business owner, planning for retirement requires more effort, foresight, and strategy.
Avoiding living probate, guardianship and conservatorship is a relatively pain-free process if handled well ahead of time.
If you and your partner choose not to marry, you must have an estate plan tailored to your individual situation.
Your estate plan is not static and should be tested; it is a living tool that should evolve with the changes in your life.
If your plan has not kept up with your life, it could fail when you need it most or perform differently than intended.
It is time to ensure that your estate plan still reflects your goals and protects the people and things you care most about now.
It is essential to understand state death tax rules when creating a comprehensive estate plan.
