"Make a lasting impact with your estate plan"
"Experience the ultimate peace of mind with our Trust-Based Estate Plan - the most comprehensive way to safeguard your assets and loved ones. Avoid the hassle of probate court and ensure a seamless transfer of assets to your beneficiaries."
Nominate guardians for your children
List and manage your assets
Outline medical emergency procedures
Revocable Living Trust
Schedule of Assets
Last Will & Testament (Pour Over Will)
HIPAA Authorization
Living Will
Power of Attorney
Certification of Trust
Control who handles your affairs
Leave specific gifts
Determine asset distribution
Exclude individuals from receiving property
Specify final arrangements
Note special requests
Designate healthcare agents
Grant access to medical records
Add conditions to asset distributions
Avoid probate court
Have questions about your plan? Get expert answers, not guesses or Google searches! Our dedicated team is available to assist you, even outside office hours. We guarantee a prompt response, ensuring a seamless and stress-free experience. Your peace of mind is our priority
Q: What is a real estate Trust, and how does it work?
A real estate Trust is a legal entity that holds ownership of your properties, managing and distributing them according to your wishes. It works by transferring your properties to the Trust, which then manages and distributes them according to your instructions.
Q: How does a Trust protect my assets and privacy?
A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.
Q: How does a Trust protect my assets and privacy?
A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.
Q: What are the benefits of having a Trust for rental properties?
A Trust can help manage rental properties, collect rent, and distribute profits to beneficiaries, all while maintaining control and privacy.
A Trust provides privacy, protection, and control over your properties, avoiding probate, reducing taxes, and ensuring smooth transfer to beneficiaries.
Yes, a Trust allows you to avoid probate, ensuring a seamless transfer of properties to your beneficiaries without the need for court intervention.
You can transfer property to a Trust by deed, title, or other legal documents, depending on your location and property type
A Trust may impact property taxes and insurance, so it's essential to consult with a professional to understand the specific implications for your situation.
Facebook
Instagram
X