FAQ:

What are the benefits of the living trust based plan?

Your living trust allows you to control your assets while you are alive and to pass control of the assets to trusted family or advisors upon your death or disability. A living trust also allows you to give what you want, to whom you want, the way you want, and when you want, while saving costs and avoiding red tape. This is the goal of good estate planning. A living trust plan.

• Provides special instructions for your care and the care of your loved ones in the event of your disability, incapacity or death.

• Remains fully effective even if you move to a new state or own property in another state.

• Avoids probate proceedings and associated legal costs and delays.

• Keeps your affairs and finances confidential.

• Helps you organize your assets and financial holdings.

• Controls all of your property, including life insurance and retirement benefits.

• Provides protective trusts for young children, disadvantaged children and adult children.

• Provides flexible estate tax planning.

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