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Pour Over Wills and Their Place In Your Estate Plan

Pour Over Wills and Their Place In Your Estate Plan

by Caress Law, PC | Jan 2, 2023 | Estate Planning

As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones once you pass. But a trust only covers what you actually transfer into it… If you forget to include anything or purposely leave...
[Episode 12] Fact or Fiction? Common Myths of Estate Planning

[Episode 12] Fact or Fiction? Common Myths of Estate Planning

by Caress Law, PC | Nov 7, 2022 | Podcast

Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate? These questions are answered in this episode while we bust the common myths of estate planning.   Subscribe to the podcast and listen...
[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

by Caress Law, PC | Oct 25, 2022 | Podcast

Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
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RECENT BLOG POSTS

  • Avoiding Probate: Why It’s the Best Strategy
  • 2023 Changes to Retirement Plans for Beneficiaries
  • Trust Administration: Expectations vs Reality
  • Pour Over Wills and Their Place In Your Estate Plan
  • Estate Planning: Having Tough Conversations Around the Holidays

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