Why Use a Revocable Living Trust in California Estate Planning

 

 

Why do financial estate planning? 

 

Protect your property and assets from probate. 

 

Protect your heirs from creditors and lawsuits.

Designate guardians for children. 

Plan for time of potential incapacity.

 

Maximize the privacy of your financial affairs      

 

Primary Advantages of Using a Revocable Living Trust

• Property held by the trust would pass to beneficiaries according to private trust declaration and not be subject to California probate and court rules.
•  Property owned and passed to beneficiaries should be a private matter, not according to public records and not court supervision.

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HARRISON K. LONG – REALTOR® and broker associate, GRI – Coldwell Banker Residential Brokerage – 949-854-7747 (phone) – ExploreProperties@gmail.com (email) – CA DRE 01410855 – SFR short sale and foreclosure resource certified by the National Association of REALTORs® – now serving as an appointed director at California Association of REALTORs® – also a lawyer licensed by the California State Bar, member #69137.

Professional REALTOR® agent representation and for private trust estate representatives, estate administrators and executors, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, investor group managers, and bankers, with listing and sale of properties at Orange County, CA

This is for information only and not the providing of legal or tax services.  You should consult with a lawyer or income tax professional prior to making decisions about your financial and other estate planning. 

Please contact me here for reference to highly qualified estate planning lawyers here at Orange County, CA.

Posted via email from Explore OC Homes