You need a Trust if:

  • You have over $150,000 in assets and want to avoid the time and expense of probate – for a $400,000 estate probate costs are $11,000.
  • You do not want your heirs to wait more than 6 months to settle your estate.
  • You want your estate information kept private.
  • You want to address incapacity issues.
  • You want to ensure that your wishes will be carried out.
  • You do not want one or more of your beneficiaries to receive their inheritance outright at your death.
  • You have a blended family.
  • You own real estate.
  • You are a married couple and one or both of you are not a U.S. citizen.
  • You have a beneficiary on Medi-Cal or Supplemental Security Income.
  • You are married and would benefit from two estate tax exemptions.

You should review your existing trust if:

  • You have had any life changes – such as marriage, divorce, reconciliation, death, or grandchildren.
  • You have seen that your successor trustee cannot handle their own finances – let alone yours.

You need a will if:

  • You have minor children and need to address guardianship issues.
  • You want specific assets given to specific people.

 

In addition, everyone over eighteen needs an Advance Health Care Directive, HIPPAA Release, and Financial Power of Attorney.

what's on your

ESTATE PLAN?

POWER of ATTORNEY?
ADVANCED HEALTH CARE DIRECTIVE?
REVOCABLE LIVING TRUST?

 

Confused when it comes to what happens to your assets after you're gone? Let us help.

Trust us, we've been there.

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