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ESTATE PLANNING / LIVING TRUST
Ensure Peace of Mind for You and Your Loved Ones with a Professionally Prepared Revocable Living Trust.
A Revocable Living Trust offers numerous benefits specifically designed to provide you with security, control, and peace of mind. Our experienced attorneys outline the unique advantages of our expertly crafted trust plans, ensuring that your assets are protected and your wishes are honored both during your lifetime and beyond. Discover how our tailored solutions can make all the difference in your estate planning journey. With a trust, you can:
*Ensure Privacy *Minimize Estate Taxes *Hold your assets in Trust
*Establish the "Correct Power of Attorney" for Financial & Healthcare Directives
A living trust is a legal document that you, the grantor, create during your lifetime. Similar to a will, a living trust outlines your wishes regarding your assets, dependents, and heirs. The key difference is that while a will only takes effect after your death and must go through probate, a living trust bypasses the costly and time-consuming probate process. This allows your successor trustee (who functions similarly to an executor of a will) to execute your instructions as laid out in your living trust upon your death or if you become incapacitated and unable to manage your financial, healthcare, and legal affairs.
When you set up a living trust, you transfer ownership of your assets from your name to the name of the trust you control. For example, assets would be transferred from "Bob and Sue Smith, husband and wife" to "Bob and Sue Smith, trustees under trust dated (month/day/year)."
Legally, you no longer own these assets; they belong to your trust. This means there is nothing for the courts to control when you die or become incapacitated. The concept is straightforward, but it's what keeps you and your family out of the courts and ensures your wishes are honored seamlessly.
Summary of Benefits As Outlined by Our Attorney's - Revocable Living Trust . . .
"Because all plans are not created equal!"
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Avoids probate at death, including multiple probates if you own property in other states
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Prevents court control of assets if You're Ever Incapacitated
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Brings all of your assets together into and under one plan (Your Financial Inventory)
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Provides Maximum Privacy
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Faster distribution of assets to beneficiaries
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Assets can remain in trust until you want your beneficiaries to inherit them.
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Can potentially reduce and/or eliminate estate taxes*
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Inexpensive, easy to set up, and easy to maintain
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Can be changed or canceled at any time
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Difficult to contest.
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Prevents court control of a minor's inheritances
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Can help protect dependents with special needs
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Prevents unintentional disinheriting & other problems that may occur with joint ownership with assistance from Professional corporate trustee.
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Peace of Mind!
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And, Among America's Lowest Prices . . .
* For Legal or Tax Advice You Should always seek out the assistance of a licensed Attorney or Certified Tax Professional.