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What is a Pour-Over Will and How is It Used?

What is a Pour-Over Will and How is It Used?

by Deliberato Law Center | Nov 30, 2022 | blog, Estate Planning, Estate Planning Education

A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which directs how your property will be distributed to beneficiaries, a pour-over will states that assets not funded into your revocable...
Funding a Trust: You Have a Trust…Now to Fund It! 

Funding a Trust: You Have a Trust…Now to Fund It! 

by Deliberato Law Center | Jul 18, 2022 | blog, Elder Law, Estate Planning Education, Probate, Uncategorized

A trust is like an Easter basket in that it only really exists when full. Until you fill that wicker frame with chocolate eggs and other goodies, it’s nothing more than, well, a frame. Likewise, until you fund a trust with assets, it’s nothing more than legal...
Doing the Right Thing: Quiet Good Deeds and Estate Planning

Doing the Right Thing: Quiet Good Deeds and Estate Planning

by Deliberato Law Center | Jun 23, 2022 | blog, Elder Law, Estate Planning Education, Uncategorized

Everyone agrees that doing the right thing is, well, the right thing to do, but many stall out trying to figure out what this means. Should you make monthly donations to a cause close to your heart? Support a political party that shares your values? Volunteer your...
Who Holds the Power? Beneficiary Designations vs. Wills

Who Holds the Power? Beneficiary Designations vs. Wills

by Deliberato Law Center | Jun 10, 2022 | blog, Estate Planning Education, Uncategorized

If Wills worked as they do in movies, anything written in them would be interpreted as final and immutable. A loved one could dig up a Will you’d written on a napkin, declare its discovery, and all your last wishes would be fulfilled. Hunky-dory, happy story, the...
Just How Much Money Should You Leave Your Children?

Just How Much Money Should You Leave Your Children?

by Deliberato Law Center | Dec 11, 2019 | Estate Planning Education, Uncategorized

When you are setting up your estate plan, you probably wonder: how much money should I leave my children? What is too much or too little? What if they don’t end up using it wisely, or become dependent on their inheritance and decide to stop working? Every...
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