DO I NEED A TRUST??
By: Daniela Lungu
Most people when faced with this question, or whether they have an "estate" get a blank look in their eyes, and say no, but would be surprised to learn that they do have an estate and would benefit from this important service.
General Rule: If you have an estate valued at over $100,000 you should have a trust.
Reasons for Planning:
If you have considered any form of planning for the future, now is the time to speak with an Estate Planning Attorney to incorporate a Living Trust into your plan. Living Trusts allow you to control the transfer of your property and assets to your intended beneficiaries, assist in planning with significant tax advantages, and more. Using a properly prepared and funded Living Trust ensures that your beneficiaries can avoid the unpleasant and lengthy task of probate, which often fractures family relationships.
The preceding should not be considered tax or legal advice. Please consult with your financial and legal advisors for information appropriate to your specific circumstances.
Daniela Lungu, principal of the Law Offices of Daniela Lungu, is an established local attorney specializing in asset protection through business and estate planning. Estate planning is often the key step in planning for the future, to ensure timely and accurate wealth succession. For a complimentary consultation of your legal needs, please call (925) 558-2710 or e-mail email@example.com. Additional information about Daniela Lungu and various forms of planning can be found at www.lungulaw.com.