More often than not, many of our clients do not plan for the inevitable, DEATH.

If you have a house, property or financial accounts that hold large amounts of $$ (pensions, stock, bank accounts), your belongings are at risk.

PROBATE, if any of you have ever been through this, you know it’s not a fun venture, especially for your surviving spouse and/or children.

WHAT IS A “LIVING TRUST”?? A “living trust” is a legal instrument that includes the following: 

Power of Attorney - forms for granting powers to individuals and revoking powers. 

Wills and Estate - a legal document you use to control the distribution of your estate and protect your loved ones after you pass away.

Health Care Planning - dictates your healthcare preferences in the event of a medical emergency or incapacitation. 

7 Reasons Why You Should Consider A Living Trust 
   1. Protect your minor children
   2. Save your grown-up kids from themselves 
   3. Reduce estate taxes 
   4. Avoid Probate 
   5. Ensure your family’s privacy 
   6. Keep your assets in the family 
   7. Protect yourself while you are alive

COST OF SERVICES: Single person trust - $600/notary fee included
Couples trust - $1,000/notary fee included
(Additional services and Financing are available for an additional fee)

CALL OR TEXT (760)559-6555, so we can schedule you a one on one interview, either in YOUR home or at the office to start your financial planning today.