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What Type Trust do you need?
If you are single
You must use the Individual Trust. You can transfer all or part of your estate to your inheritors. This includes both property you own and your share of co-owned property.
If you are a part of a couple
Couples, married or unmarried often own property together. A Living Trust does not change that shared ownership. They can also include property separately owned by either spouse in their trust. Couples may create a Trust in 3 ways, they may each create an Individual Trust, or:
SHARED LIVING TRUST
With the basic SHARED LIVING TRUST You and your spouse will both have control of the Trust and if your desire is to avoid probate, this is the ticket.
A/B LIVING TRUST
Known by many names, "Bypass" trust, "Exemption" trust, a "Family Trust", a "Credit Shelter" trust or a "Marital Life Estate" trust, this trust, simply stated enables each spouse to individually use their own Estate Tax Exemption to minimize the amount the ultimate beneficiary (Usually the kids) have to pay. The Marital Tax Exemption allows one spouse to leave the other an unlimited inheritance. That same exemption, however, does not apply when the second spouse dies and the trust assets pass to the children. An A/B Trust can save them Thousands of dollars in inheritance tax
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Prices |
| Living Trust
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$449.00 |
| A/B Trust
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$449.00 |
| Insurance Trust
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$499.00 |
| Living Will
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$250.00 |
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Simple Will
(Individual
only) |
$100.00 |
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Joint Will
(Both spouses) |
$150.00 |
| Will & Trust |
$549.00 |
Prices do not include Notarial or Recording fees if any.
We will assist you in preparing and filing any Deeds and will help you get them filed with your County Recorder. It is crucial to the validity of your Trust that all Deeds be filed properly.
YOUR SATISFACTION IS GUARANTEED, OR YOUR MONEY WILL BE REFUNDED.
The Living Trust
Avoid Costly Probate!
With a LIVING TRUST you:
Protect your Estate
Avoid Outrageous Fees
Minimize Taxes "Due on Death"
Orderly Transfer of Assets Upon Your Death
Reduce The Time Required To Pass Your Assets After Death
A LIVING TRUST provides:
CONTROL
FLEXIBILITY
SIMPLICITY
It’s your money! You have worked hard all your life to accumulate it and it should go to the heirs and beneficiaries you choose, all of it, every penny! Protect it.
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