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Understanding Your Living Trust or Why you Need One

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Orange County

CA

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Now that you have that beautiful living trust, or considered to get one, let us help you make sure that you understand it!

Nearly 60% of people in the United States have Not taking the time to create a living trust to securely and privately transfer their wealth to children or grandchildren in the future. Unfortunately, this is a dangerous road to take with the time consumption and cost of probate court. We commend you for taking the steps to create your living trust and we now provide an additional complimentary workshop on the things you should know about your trust.

Did you know that you can change or edit everything in your living trust as long as the creators are still present? Most people will have at least 2 major changes to their living trust during their lifetime, and it is important to know how to go about those changes. This is why we are conducting this workshop.

Did you also know that you can buy and sell real estate in the name of your living trust without any problem? This is a very easy task yet many people miss this step when buying or refinancing real estate property.

Please join us September 9, 2017 for this informative workshop on your estate plan, living trust and wills. You are guaranteed to leave this session with more insight on the priceless value of your estate plan as you navigate through this journey of life.


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