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Provide a Sense of Security for You & Your Loved Ones with a Professionally and Properly Prepared Revocable Living Trust. 

Our Plans will assist not only with the control of your assets while you're alive, but also it allows your family to easily divide assets according to your wishes after you've passed.  Anyone who owns real estate, has children, or owns significant assets should consider establishing their personal and family revocable living trust plan. We can help you do so professionally (using the assistance of a professional estate planning attorney for less). With a trust you are able to:

 * Insure Privacy     *Minimize Estate Taxes    *Hold your assets in Trust

*Have the "Correct Power of Attorney" for Financial & Healthcare Directives

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A living trust is a legal document created by you (the grantor) during your lifetime. Just like a will, a living trust spells out exactly what your desires are with regard to your assets, your dependents, and your heirs. The big difference is that a will becomes effective only after you die and your will has been entered into probate. A living trust bypasses the costly and time-consuming process of probate, enabling your successor trustee (who fills basically the same role as an executor of a will) to carry out your instructions as documented in your living trust at your death, and also if you’re unable to manage your financial, healthcare, and legal affairs due to incapacity.


When you set up a living trust, you transfer assets from your name to the name of your trust, Which you control -- such as 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 anything; everything now belongs to your trust. So there is nothing for the courts to control when you die or become incapacitated. The concept is simple, but this is what keeps you and your family out of the courts.

Summary of Benefits As Outlined by Our Attorney's - Revocable Living Trust  . . .

"Because all plans are not created equal!"

  • Avoids probate at death, including multiple probates if you own property in other states

  • Prevents court control of assets if You're Ever Incapacitated

  • Brings all of your assets together into and under one plan (Your Financial Inventory)

  • Provides Maximum Privacy

  • Faster distribution of assets to beneficiaries

  • Assets can remain in trust until you want your beneficiaries to inherit them.

  • Can potentially reduce and/or eliminate estate taxes*

  • Inexpensive, easy to set up, and easy to maintain

  • Can be changed or canceled at any time

  • Difficult to contest.

  • Prevents court control of a minor's inheritances

  • Can help protect dependents with special needs

  • Prevents unintentional disinheriting & other problems that may occur with joint ownership with assistance from Professional corporate trustee.

  • Peace of Mind! 

  • 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.

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We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

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