It’s never too early for estate planning!
EVERYONE can benefit from a family estate plan. And, it’s easier than you think. Whether you’re single, married, divorced, young, old, own a home or have just few personal assets, a well-designed estate plan is an indispensable tool for everyone. The best estate plans include a family living trust, and it’s more affordable than you think.
And with a focus on asset protection and business succession, Breglio Law Office provides a different approach to our estate planning than other attorneys. We utilize trust advisors, transfer on death agreements and other tools to maximize the protection, efficiency and control over your estate. We spend the time to look at ALL your assets, businesses and life goals before creating a plan that works for YOU.
We can also help you SELF DIRECT your retirement accounts!
Do you need to PROBATE an estate? We can help with that, too!
In addition to the family living trust, there are numerous other kinds of trusts used for other purposes. Ask us more.
CLICK HERE FOR COMPARISON OF OUR TWO ESTATE PLAN PACKAGES (coming soon)
BENEFITS OF THE LIVING TRUST:
Protect your family!
There are default rules about who inherits your estate assets, and even who will be the guardian of your children if you die without a proper estate plan. The living trust, along with the will, will ensure that your estate is handled the way YOU want it to. Our estate plan package also includes health care directives, powers of attorney and a “living will” to cover all situations and make sure your wishes are followed even when you can’t speak for yourself. This is the best way to protect your family.
Our family estate plan package is priced less than a typical probate and a great deal less than a protracted probate. It can cost thousands of dollars in court and attorney fees–and even more in lost time and estate value–if you don’t have an estate plan that includes a living trust. While a simple will can give the court some direction as to your wishes, it does NOT avoid the probate–you still go to court. Only a living trust can avoid probate court.
Protect your business!
If you are self-employed, have side business, own rental properties or have ownership in any kind of business entity, an estate plan focused on business succession can avoid serious problems in running that business. In most cases, we don’t transfer your business entities to the family trust while you’re alive like other attorneys would do. We use specialized business entities, trust advisors and corporate transfer on death agreements to handle your corporate succession which allows for GREATER protection. This will protect your assets while you’re alive AND transfer those assets upon your death.
Without a trust, any property or business, and some assets, will be stuck in limbo while the estate goes through probate. This can take months or years, especially if there are disputes among the heirs. This can seriously damage the business leaving it without management, or lead to a decrease in value of the real estate by delaying sales. But with a trust, the trustee (and in coordination with the trust advisor!) has immediate access to the property and control over the business.