Unsure whether a Revocable Living Trust will benefit you?
Answer the following questions:
If you or your spouse passed away today, would you be uncertain as to what would happen to your assets?
Do You own real property?
Do you have minor children or other people who are dependent on you?
If you were incapacitated, would your family have to go through court proceedings to carry on your affairs?
Do you have children of a previous marriage?
Do you own assets in your name only?
Would you like to avoid probate of your estate?
Is the total of you and your spouses assets large enough to create estate tax?
Do you own property which has substantially increased in value since you originally acquired it, or which has been depreciated for income tax purposes?
Are you unclear whether you could benefit from a Living Trust?
If you answered YES to any of the above questions, fill out our Estate Planning Worksheet and submit it to us. We will follow up with you. Or, you can book your appointment directly by using our online calendar.