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Living Trust

Living Trusts
We protect your valuable assets

Protect your valuable assets by allowing us to create your living trust. A living trust is known as a tool for modern estate planning because they can allow you to manage your assets. Without a living trust, your assets will be subject to probate court administration and your estate will most likely incur significant professional fees associated with the valuation and distribution of the estate - this includes fee paid for lawyers and accountants.

Details:

Here are some of the services we provided:

  • · Living trusts usually contain instructions for managing property that has been placed in the trust during your lifetime.
  • · A living trust can either use your name or any other designation. To avoid transfer taxes and complications we encourage clients to use they're won name in the trust title.
  • Think about it this way, when you're incapacitate, your trustee can assume responsibility for your assets and manage them for you. At your death, the trustee gathers your assets, pays valid debts and claims taxes and distributes your assets as you have directed in your living trust.
  • Why have one:

    You should consider getting a living trust if you own real property or your estate worth over $100,000 to $250,000. The greater the value of your assets and greater the risk of incapacity or death, the greater the need for a living trust. Please remember that unless your insurance policy proceeds are typically included within your estate - which is typically subject to taxes.

    Many of our clients realize living trusts will benefit them in the future thus, they set up living trusts now to prevent complications in the future. Let us evaluate your assets and create a Living Trust for you today.

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