July 1
Cortes Law Firm Oklahoma City Estate Planning Attorney
A Pour Over will is just a fancy name for a Last Will and Testament when it is part of client-centered estate plan. The goal of having a revocable living trust is to put ALL of your assets in the Trust. However, sometimes a person will forget to title an asset in the name of the trust. It is not ideal, but when this happens the Pour Over Will with a probate proceeding transfers (pours) the asset into the Trust. The Pour Over Will also plays a very important role for parents by naming guardians for minor children. Keep this updated just like the other documents in your Estate Plan.
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Insert Image Stepping Up to the Plate: Cortes Law Firm Hosts Client & Partner Appreciation Night at the OKC Comets Game At Cortes Law Firm, great legal representation starts with strong relationships. To show appreciation for the clients, referral partners, and friends who place their trust in our practice every day, Stephen Cortes and the
Read MoreManaging an inheritance can be challenging, especially when beneficiaries lack financial discipline. Instances where heirs quickly deplete substantial inheritances are not uncommon. To mitigate such risks, incorporating a corporate trustee into your estate plan can provide structured oversight and preserve your legacy for future generations. The Importance of Corporate Trustees A corporate trustee is a
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