Trust Based Estate Plan ($1M+ in assets)
N/AOUTCOME: Client now has a living trust that will make sure their loved ones stay out of court and out of conflict
We met with a client (in their 40s) who needed help putting in place emergency and death planning for their family and loved ones. They did not like the State's plan for them and decided their family w ... ould benefit the most from a living trust. My firm evaluated their current assets and put into place all the necessary legal documentation for the living trust, as well as additional emergency/incapacity legal documentation (healthcare directives, powers of attorney, living will, etc.). We then guided our client through the process of re-titling their assets into the living trust (which is not as complicated as you would think). Their family now has a solid legal plan for if they get hurt. They also protected their loved one's future inheritance against possible divorce, creditors, and lawsuits. If you're interested in learning more about your estate planning options, head on over to our website to book your Family Wealth Planning Session today!
