A Living Trust, if properly written and funded, can also be used to direct what should happen to your property, not only in the event of your death , but also in the event of your disability. It is important to note that while alive, you remain in control and can change the Trust at anytime. Upon disability, you can plan for who will take care of you and your Trust assets so that you can avoid having to set up a G auardianship. Upon death, a Living Trust and all the assets within it avoid probate, a legal proceeding which is costly, time consuming and a matter of public record. A Living Trust is also a very efficient way to do tax planning to ensure that you (and your spouse) pass assets in the most tax-efficient manner to your beneficiaries. However, a Living Trust is only effective if it is properly funded (all assets are titled in the name of the Trust or beneficiary designations point to the Trust).
There are many other Trusts as well that allow you to pass assets in a tax-efficient and asset-protected manner to your beneficiaries. Our lawyers are pleased to offer legal advice in all aspects of Trusts. We understand that every client’s goal is to ensure that personal and financial affairs are appropriately handled upon death or disability.
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