Pour Over Will
Is it important to have a pour over will when you set up a revocable trust?
Terry Says
Yes, it’s a simple document that basically says “all the stuff that I didn’t ‘name’ in the trust, goes into the trust at my death’. So, it’s your car, maybe your daily checking account that has a low balance, all your clothes, etc.
Your lawyer will do that as part of the RLT estate plan.
