Pourover Trust
A trust that is established before death and allows estate assets to be added to it after death (good for wealthy individuals that want to add assets to the trust to avoid the probate/court process).
A trust that is established before death and allows estate assets to be added to it after death (good for wealthy individuals that want to add assets to the trust to avoid the probate/court process).
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.