Avoid Probate in the future

  Draft a valid will or revocable living trust

Setup beneficiary designations on retirement accounts and insurance policies

Assist with placing the estate in trust for future beneficiaries

Utilize joint tenancy with right of survivorship

Creating transfer-on-death deeds

Creation of payable on death bank accounts

Gift assets to beneficiaries during lifetime

Lump sum transfers of small estates via affidavit process

Use life insurance as a way to pass assets outside probate

Utilizing a special needs trust for dependents with disabilities 

Establishing an irrevocable life insurance trust (ILIT)

Utilizing a qualified personal residence trust (QRPT)

Setting up a charitable remainder trust 

Creating family limited partnerships (FLPs) and limited liability companies (LLCs) 

Using tax planning strategies to reduce assets through exemptions, credits and deductions

Connecting with a professional financial advisor for estate planning services

Transfer real estate into living trusts 

Create limited liability companies (LLC) for property ownership protection 

Set up charitable gift planning strategies

Contact us When You Are Ready (760) 455-9028