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Estate Planning

Overview

Revocable Living Trusts

Will Portfolio

Irrevocable Life Insurance Trusts

Special Needs Trusts

Charitable Remainder Trusts

Asset Protection

Overview

Corporations

LLC's

Qualified Personal Residence Trusts

LTC Planning

Overview

Request Info

LTC/Medi-Cal Statistics

Paying for Long Term Care

FAQs

Disability and Financial Public Assistance

Legal Plan

Overview

Benefits

Similarity to Health Insurance

Facts

FAQs

Additional Services

Overview

Durable Power of Attorney

Advance Health Care Directive

Deed Preparation and Recording

Homestead Declaration

Small Estate Affidavit

Traveling Notary Service

Identity Theft Protection

DocuBank

Overview

Accredited BBB Company

DocuBank
New Member Benefit: Manage and Control your Healthcare Decisions

Living Trust
  1. Who Needs a Living Trust?
  2. Advantages of a Living Trust
  3. Probate
  4. Estate Taxes
  5. FAQs
  6. Glossary

Advantages of a Living Trust

Here are just some of the primary benefits of a living trust.

  • Safeguard your assets during your lifetime and beyond
  • Avoid the expense, delays & publicity of probate
    May reduce or eliminate estate taxes
  • Ensure the proper use of your assets long after you are gone
  • Provide appropriate income for your heirs
  • Prevent court control of assets in the event of your incapacity
  • Protect special needs dependents
  • Protect minor children from court imposed
    guardianships
  • Minimize emotional stress

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This publication is designed to provide accurate information in regard to the subject matter covered.  It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


 
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