A REVOCABLE LIVING TRUST based estate plan provides instructions that will allow you to:

  • Control your property while you are alive
  • Take care of you and your loved ones in the event of disability
  • Pass your property to your heirs when and how you want while maintaining privacy
  • Ensure that you and your spouse have sufficient assets to maintain your standard of living now and in retirement
  • Maintain maximum control and flexibility during your lifetime
  • Provide for you in the event you become disabled
  • Simplify administration as much as possible upon your death or disability (avoiding probate&guardianship)
  • Avoid having your private matters being made public unnecessarily
  • Ensure that the efforts you desire are used to save your life
  • Have your property continue to benefit the survivor after one of you dies
  • If married, protect your assets so that they cannot be lost as a result of remarriage after the death of one of you
  • Ensure that the persons you select in fact become the guardians of your minor children
  • Protect your children’s or grandchildren’s inheritance from mismanagement
  • Structure your children’s or grandchildren’s inheritance in such a way that it installs values and virtues
  • Educate your children and grandchildren
  • Reduce the risk of litigation from heirs who receive less than they think they are entitled to
  • Minimize income taxes to the extent possible
  • Avoid or minimize capital gain tax on the sale of assets
  • Eliminate as much estate tax as possible