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Aug 1 @ 10:09 am

Living trusts are one of the tools used by experienced estate planning attorneys. A living trust has one distinct feature – it provides benefits to trust makers while they are still alive. However, a living trust is not just another document for your estate plan. It requires utmost compliance with state laws, otherwise, the trust can incur penalties.

While creating a living trust may be as simple as setting conditions for how you would like your assets to be distributed after your passing, there’s more to that. But first, you should have a clear knowledge of what a living trust is.

How A Living Trust Attorney Can Help

While creating living trusts is a relatively simple process, it still requires some legal paperwork. An attorney can help you with this part of the process by:

Drafting living trusts documents and obtaining signatures from everyone involved.
Preparing any other related documents that may be required for an estate plan such as wills, and powers of attorney.
A trust attorney will also be able to help with matters like financial planning and tax planning for your estate. This includes:

Making sure all assets are properly transferred into the living trusts.
Ensuring that any income earned through these assets remains tax-free.
Creating investment strategies to maximize the value of these funds until they are distributed upon death or otherwise needed by beneficiaries.

Contact Weiner Law office in San Diego, CA. A living trust can be an excellent way to protect your assets and legacy after your death. If you have any further questions, you can speak with an experienced estate planning attorney from Weiner Law who can advise you on all aspects of setting up a living trust.

Weiner Law
12707 High Bluff Drive Ste. 125
San Diego CA, 92130
(858) 333-8844
https://weinerlegacylaw.com/

 

Address
12707 High Bluff Drive Ste. 125
San Diego, California 92130

 

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