Pour-Over Will is a Safety Net for Your Estate Plan
A pour-over will catches assets that miss your trust, keeping your plan intact and your heirs out of court where possible.
November 4, 2025
Estate Planning Mistakes Financial Advisors Make
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
July 24, 2025
Pour-Over Will is a Safety Net for Assets not in a Revocable Trust
A pour-over will act as a safety net, directing any assets missed during your lifetime into a trust, ensuring that your wishes are honored.
December 2, 2024
‘Pour-Over’ Will is vital to a Revocable Trust
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
October 9, 2023
Ways to use a No-Contest Clause in your Planning
No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
September 25, 2023
Pour-Over Will can be Extremely Valuable in your Estate Plan
This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
July 13, 2023