You have worked hard for many years building your estate. Upon your death, what will happen to all of your hard-earned money? At Ziering and Weiss we'll help you determine the best way to transfer your assets before and after death to ensure that the people you want to get your money receive as much as possible, in the exact manner you desire.

Every estate plan should include a will. If the value of the estate is small, then a simple will may suffice to transfer your assets. If the value of the estate is larger and real estate is involved, it is probably better to have your assets held in trust and have a pour-over will as a back-up.

This can accomplish many different goals, such as avoiding probate, lowering estate taxes, and directing the distribution of your property upon your death. If you die with assets outside of the trust, the pour-over will directs the assets to pour into the trust and be distributed in accordance with the trust’s directions.


At Ziering & Weiss -- you, our client, comes first!

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