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Educate yourself

On how a lender views an insurance contract

The quality of life you’ll enjoy in your retirement is determined not by your savings, but by your spending today.

Estate Planning & Living Trusts

What is Probate?

And how you can avoid it

Whether you realize it or not, you already have an estate plan.  It is either: 

  • The government’s plan of Probate, or

  • A custom plan called a Revocable Living Trust

 

And the government’s plan is about what you’d expect it to be:  inefficient and costly in terms of time and money.

Last Will & Testament

vs. a Revocable Living Trust

A revocable Living Trust has many benefits beyond those that a will provides.  In addition to naming who receives beneficial interests, or bequests, you can also specify when and how assets are distributed, and 

  • Bypass the entire probate process, and

  • Avoid all the hassle, stress, cost, and loss of privacy in the probate process
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