Archive for
September, 2014

What is a Bypass Trust?

Wednesday, September 24th, 2014

This is a continuation in a series of posts that will focus on some of the various terms and concepts that you may run into as you tackle your Estate Planning. Bypass Trust A bypass trust (also called a “family,” “credit shelter,” or “B” trust) enables your family to...

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What is a Pour-Over Will?

Wednesday, September 17th, 2014

This is a continuation in a series of posts that will focus on some of the various terms and concepts that you may run into as you tackle your Estate Planning. Pour-Over Will A living trust should be combined with an abbreviated will called a pour-over will.  The pour-over...

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What is a Durable Power of Attorney?

Wednesday, September 10th, 2014

This is a continuation in a series of posts that will focus on some of the various terms and concepts that you may run into as you tackle your Estate Planning. Durable Power of Attorney With a written document called a durable power of attorney, you grant another person...

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What is a Revocable Living Trust?

Wednesday, September 3rd, 2014

Our next series of posts will focus on some of the various terms and concepts that you may run into as you tackle your Estate Planning. Revocable Living Trust Also known as a living trust, this trust enables you to maintain full control over your assets during your lifetime and,...

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