Estate Planning done with peace of mind
Estate Planning done with peace of mind
The ultimate goal when setting up a living trust is to have peace of mind. We will discuss with you and draft an estate plan that will provide that peace of mind for your family.
We know that when researching information about living trusts, the vast volume of information can be overwhelming, especially when the information is contradictory. We are dedicated to providing you the answers in a language that you can understand.
Don't wait! Contact us for a free phone consultation. Let us help you figure out your best next steps are.
* Avoidance of Probate
* No Capital Gains Taxes when your spouse need to sell any assets in California.
*No Capital Gains Taxes for your children or other beneficiaries
*Retains eligibility for Medi-Cal and other governmental benefits for Special Needs beneficiaries.
* Currently on Medi-Cal? NO Medi-Cal Recovery, guaranteed!
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