News & Analysis as of September 21, 2024

Estate Planning › Pour-over Will

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

A Primer On Trusts - A Podcast with Janathan Allen

Allen Barron, Inc. on 10/17/2023

We invite you to listen to our podcast, A Primer on Trusts with Janathan Allen. We begin with an overview of several key terms associated with a trust including: Trustee, Grantor, Beneficiary, Executor, Pour Over Will,...more

A Living Trust and a Pour-Over Will: Two Estate Planning Documents Working in Tandem

Adler Pollock & Sheehan P.C. on 1/5/2023

At the very least, your estate plan should include a legally valid will governing the disposition of assets upon your death. But comprehensive estate planning often goes much further....more

Estate Planning Pitfall: You haven’t properly funded your revocable living trust

Adler Pollock & Sheehan P.C. on 10/5/2018

A revocable living trust is often used to complement a will. Assets transferred to the trust generally don’t have to go through the probate process, which can be time-consuming and expensive. They’re also generally protected...more

Will, Trusts & Estates: Plain and Simple – Back to Basics: Wills & Revocable Trusts

Farrell Fritz, P.C. on 7/10/2018

Wills and revocable trusts basically do the same thing – each is a document in which you give away your assets to your beneficiaries upon your death. Both can be revoked and changed whenever and as often as you desire. In...more

Harper Lee’s Will Unsealed

Holland & Hart LLP on 3/14/2018

As The New York Times recently reported, the will of Harper Lee, author of To Kill a Mockingbird, was recently unsealed in connection with a lawsuit seeking access to the document. Ms. Lee died a resident of Monroeville,...more

Recent Cases of Interest to Fiduciaries

McGuireWoods LLP on 8/1/2015

In re Estate of House, 2014 Wash. App. LEXIS 3006 (Wash. Ct. App. 2014) - A release waiving any and all claims that the parties may have or may acquire, bars recovery for unknown claims existing at the time the release...more

Estate planning for personal property: Why you should sweat the small stuff

Adler Pollock & Sheehan P.C. on 4/8/2015

When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — tangible personal property. This...more

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