By setting up a living trust, a client may avoid probate proceedings (and much of the cost and delay probate entails), minimize estate taxes, and ensure that one’s personal care and finances are appropriately handled in the event of disability.  Much like a will, a living trust will describe what happens to your property in the event of your death.   While you are alive and have capacity, you remain in control and have the power to change the trust at any time.  Upon your incapacity or death, your trust provides a mechanism for handling your affairs, without the need for probate proceedings.

Our standard estate plan is a comprehensive package that is structured around a revocable living trust, and also includes the following:

•    Pour Over Will(s)
•    Durable Power(s) of Attorney for Property
•    Advance Health Care Directive(s) (including so-called “Living Will(s)”)
•    Assistance with trust funding (i.e., transferring assets into your trust)

For further information on living trusts, see Articles & FAQs. 
                                   
We are pleased to assist you in all aspects of living trusts.  FOR A FREE CONSULTATION, CONTACT US ONLINE OR CALL US AT 760-346-3355 OR TOLL-FREE AT 888-220-7272.