Living Trusts

There was a time in the "Good Old Days" when a hardworking person could pass his wealth to his family without much trouble. Times are changing and we are witnessing a new era of economic misery. This misery index is called "The Cost of Dying", and it measures the aggregate cost of final sickness and death in financial terms. Probate is not the only hardship your estate will suffer. They deserve your careful consideration if you are to avoid the difficulties and financial pitfalls that can destroy all you've worked hard to accumulate and to pass to your children. Your financial future depends on your being prepared.

Do you know the benefits of a will vs. a trust vs. asset management?

Which one is best for your family? What documents should you have in place for your family in case of an accident or illness? What does the law say will happen to your children if both you and your spouse are injured while they are at school or with a babysitter? What vehicles can I use to pass my assets to my beneficiaries (life insurance, annuities, stretch IRAs, etc)? What will happen if I do not do something NOW?

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