Michael Martin

Pour-over Will

Do you want peace of mind that all of your assets are included in your trust? A pour-over will adds safety to your estate planning by working in conjunction with a trust, to “pour” any property into the trust at the time of death that may not have been already been included, intentionally or accidentally.

It is easy to forget to place newly acquired property into a trust on a regular basis. Additionally, there may be a tax-related reason or other inconvenience that deters you from adding property to a trust. In such a case, the pour-over will is essential to catching any propert not held by the trust or otherwise not transferred in some other way.