OUR CLIENTS SAY:
I am so happy I went with the tax preparation and bookkeeping service we spoke about last year. My books have never been better and I think I saved enough money to go on a nice vacation...finally! - Michael S.

EVERYONE NEEDS A LIVING TRUST

Here’s why:

Avoid probate – a lengthy process, sometimes lasting several years, which can take up to 10% of your estate’s value.
Privacy – unlike a will, a living trust does not have to be registered with the court in most states.
Business continuity – if for any reason you become incapacitated, a living trust lets you hand over the assets owned by the living trust to someone else.
Tax – there are estate tax benefits for your spouse.

Living Trusts are just good old-fashioned common sense in estate and tax planning practice.

Call us at 1-866-411-2002

WHAT IS A LIVING TRUST?

Also known as a ‘Revocable Living Trust’ it is a written document; a flexible estate planning tool that can be used in three ways: whilst you are living, in the event that you become incapacitated and to direct how your property will pass after your death. The list of property types that can be held in your living trust is almost endless; your personal residence/ personal bank accounts/ jewelry/ intellectual property/ furnishings/ life insurance/ works of art/ collectibles, etc. It is called a "Living Trust" because it is operative while you are alive (as opposed to a will) and is a separate legal ‘person’ in the eyes of the law.

HOW DOES IT DIFFER FROM A WILL?

A will only takes effect at death. Like a will, the living trust allows you to select those who will be responsible for distributing your assets after your death; however it allows assets to pass outside probate. Probate is the court procedure that validates a will and authorizes the transfer of ownership from a deceased person's estate to the wills’ beneficiaries.

Call 1-866-411-2002 to start your Living Trust today!