Living Trusts

As you are approaching retirement, you are at a point in your life that you have accumulated substantial assets: Home, savings, investments, real estate, along with other personal items such as jewelry, collectibles, etc. These are your life’s savings and it took years of work and effort to now own the things you value. Some day you wish to pass on valuables to your heirs, maybe donate to charity or your church or synagogue, gift something to a close friend, etc. How do you do this? What will happen if I have not prepared my documents correctly? Will it cost me more for not preparing properly?

The most loving thing you can do for your family is to provide for their future security with a Living Trust. Many people don't realize that preparing a Will is an invitation into Probate. That's right…if you have a Will you will most definitely go through the Probate process. Probate will cost your family 5% to 10% of the total GROSS value of your estate, and the Probate attorneys get most of that money.

Please go to this my living trust link and learn more about how a living trust can be a valuable and important financial/legal tool designed to protect your assets from probate.

Many of your questions will be answered. Mr. Valenzuela, an agent with Heritage Living Trust can help you set up this valuable financial instrument to protect your assets and your desires for whom to pass them on in the future. Click on this link to learn more!