THE NINE ADVANTAGES

 OF A LIVING TRUST

(For the Full Booklet, click here.)

Advantage #1:

    1. A trust makes sure your property goes to the people you want it to go to.

If you do nothing, the state has a set of probate rules which will determine who gets your money and your property.

The first step is to do something.

Advantage #2:

    2.  A trust avoids probate.  A will must go through probate. 

Probate is very expensive.

With a will, the family home will have to go through probate.

With a Trust, the family home will not have to go through probate. 

You will save thousands of dollars in probate fees, with a living trust.

Advantage #3:

     3. A trust saves probate fees on your investment assets. This saves more money.

Advantage #4:

    4. A complex trust saves on federal estate taxes, up to $ 435,000.

Advantage #5:

    5. A complex trust prevents federal estate tax on your life insurance proceeds.

    Most people don't know that life insurance proceeds can be taxed at your death.

Advantage #6:

    6. Setting up a living trust can save capital gains tax.

Advantage #7:

    7. A living trust can save property taxes on the transfer of your home to your children.

Advantage #8:

    8. A living trust can help avoid family fights over personal items.

Advantage #9:

    9. A living trust can help ease the emotional turmoil which will happen at your death.

FOR MORE INFORMATION, CONTACT:

THE LAW OFFICES OF WILLIAM G. WAIS

(818) 244-1894

For the Full Brochure, click here.