Trusts & Estates
The Need for a Pour Over Will and the Search for Rich Aunt Mabel
Kaufmann’s clients often wonder why they need a Pour Over Will if they have a Revocable Living Trust. He points out that if the Trust is properly funded and if all assets are transferred into the Trust, then the Pour Over Will may not be necessary. But often an assets get left out, and the Pour Over Will is the solution.
To learn more about Pour Over Wills and to access the article, please fill out the form below.
Complete the form to get your free guide
Related Resources
What Every Estate Planner Should Know About Probate Litigation
Learn how you can best serve your clients (and keep them out of court) by downloading “What Every Estate Planner Should Know About Probate Litigation.”
Learn MoreAdvising Clients on Probate
In this Insight Brief learn some popular probate avoidance strategies, along with some advice you can give to make sure your careful plans aren't foiled by your clients' actions (or inaction).
Learn MoreDeciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple
This article will evaluate the merits of both joint trusts and separate trusts in separate and communityproperty states, examining the issue through the lens of the basic sweetheart estate plan.
Learn More