If you don't implement effective legal documents that are up to date, then all of your retirement planning you have done could go to waste. Estate and legacy planning can be one of the most critical steps in your retirement plan.
A revocable living trust avoids the probate system and allows assets from an estate to be passed onto the heirs without governement involvement. Through a revocable living trust, you can dictate how your assets can be passed to children or other beneficiaries.
By having a trust, your estate can remain private. No one knows the estate assets other than those who are beneficiaries, along with the trustee(s) of the trust. A properly funded trust stays out of the probate process and as such, it does not become part of the public record.
Retirement Income Planning
Need help developing a retirement income plan that is custom to you? Learn More
Are you protecting your retirement from the volatility of the stock market? Learn More
Income Tax Management
Need help with income tax management for your retirement plan? Learn More
Estate & Legacy Planning
Are your legal documents up to date for your legacy trust? Learn More
SCHEDULE A FREE CONSULTATION949.356.5200