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Should We Use Both a Will and Trust to Give to Charity? | NC

Pierce Law Group

About this video

Q: Should we use both a will and a trust if we want everything to go to charity? A: Often, yes. A will alone can leave your probate estate to charity. But a properly funded revocable trust may reduce probate, preserve privacy, and allow an independent successor trustee to manage and distribute assets without relying on family. Even with a trust, each spouse should usually have a pour-over will.…

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