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Living Trust and Estate Planning
There is a perception that estate planning is only for the rich. This couldn’t be further from the truth. In reality, an estate plan is a critical part of ensuring that wishes are carried out should an individual become incapacitated or pass away. This applies to estates of all sizes, large and small, the elderly and the young. Each individual’s situation is unique; therefore it is critical to get proper legal, tax, and insurance expertise.
Proper Estate Planning involves:
- Providing for effective financial management and healthcare decisions upon incapacity
- Ensuing the orderly, cost-effective and private transferring of your property upon your passing
- Caring for children and dependents
- Minimizing Federal Estate Taxes
- Avoiding probate and it’s related expenses, publicity and delays
When and How to Start Your Planning
It’s important to have an estate planning strategy in place as soon as you have acquired assets or are legally responsible for minor children. Your specific plan may begin with a simple Will and develop into a full-fledged strategy that includes a Living Trust.
Free Estate Planning Consultation
As a valued member of the Foothill Credit Union, you have access to FREE estate planning consultations and discounted living trusts, prepared by experienced attorneys!
We proudly partnered with a reputable group, Affinity Trusts, to bring these services to our members. Learn more about Affinity Trusts.
To schedule a FREE Appointment with Natalie Spiwak, use the online form, call (310) 882-6537, ext.101 or email firstname.lastname@example.org.
I want to establish my Living Trust today but I can't afford the up-front cost.
No worries. Foothill has you covered. We can help with the financing cost of setting it up––we call it Legacy Loan. Get Started »
Disclaimer: Foothill Credit Union is not responsible for the products or recommendations provided by Affinity Trusts nor any business transactions conducted between the member and Legacy Planning Group.Go to main navigation