Southern California Living Trusts

"No middle class family should be without a Living Trust."
- Forbes Magazine

Will you pay more in probate costs than you paid for your home?
A California Living Trust PROTECTS your family from probate.
California Probate fees are based on the gross value of your assets.
Expenses involved when your California Will goes through Probate.
Why JOINT TENANCY accounts are not in your best interest.
A California Living Trust can eliminate CAPITAL GAINS TAX on your spouse’s death.
An AB California Living Trust PRESERVES your federal estate tax exemption.
With a California Living Trust, you maintain FULL CONTROL over your assets.
A California Living Trust saves money and time for your beneficiaries.
Avoid family conflict with a California Living Trust.
What the new FEDERAL ESTATE TAX LAWS mean to you.