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What is a Joint Will?

What is a Joint Will?

Want to leave a lasting legacy together? A joint will might be your answer! It’s like a group project for your estate plan, where you and your partner/spouse decide how your shared assets will be distributed after you’re both gone. Think of it as the...
Protecting Inherited Assets With A Postnup

Protecting Inherited Assets With A Postnup

One of the most commonly cited reasons for a postnup is to protect inherited assets. Let’s use a hypothetical example to demonstrate this conundrum. John and Lisa have been married for several years when suddenly, Lisa receives an unexpected inheritance from her Great...
What is a Pour-Over Will?

What is a Pour-Over Will?

Is a pour-over will something you need a barista for? Kidding, bad joke–of course not. A pour-over will is something that works in tandem with an existing trust that says (effectively) that any assets you didn’t include should go into your trust. This article helps...