Southern California Living Trusts

Protect Your Loved Ones with a California Living Trust
A California Living Trust protects your loved ones from becoming subject to probate. Probate is the legal procedure used to transfer title of your assets to your heirs. The Superior Court supervises the payment of your debts, selling of your property and distribution of your assets to your heirs. This court process can take one to three years and is required even if you have a Will! With a California Living Trust, your property is distributed to your heirs without probate. By transferring your assets now into a Living Trust you will save your loved ones thousands of dollars in probate fees later.

Maintain Full Control of Your Assets with a California Living Trust
With California Living Trusts you maintain full control of your assets during your lifetime... buying, selling as you desire. Upon your death your California Living Trust controls when and where your assets go, rather than the State.

Preserve Your Federal Estate Tax Exemption with A-B California Living Trusts
A-B California Living Trusts preserves your Federal Tax exemption. Estate taxes are imposed when the net value of your estate exceeds this exemption. A married couple with an A-B California Living Trust can combine their exemptions and pass tax-free over $2,000,000 to their heirs! Since the Federal Tax begins at 41% and goes all the way up to 50%, the tax savings can be substantial. With an A-B Living Trust, your money will go to your beneficiaries... not Uncle Sam. Also A-B California Living Trusts allow you to “lock-in” your beneficiaries and preserve your assets for them should you predecease your spouse.

Eliminate the Federal Capital Gains Tax with a California Living Trust
California Living Trusts can eliminate the Federal Capital Gains Tax. By transferring your community property out of joint tenancy and into a California Living Trust, you can avoid the income tax of approximately 30% when it is sold after the death of your spouse.

A California Living Trust Protects You if You Become Incapacitated
California Living Trusts protect you if you become incapacitated. Without a Living Trust, the probate court would appoint a conservator to manage your property, pay court fees and management costs while you are incapacitated. With a Living Trust, you choose someone you trust to step in for you and avoid expensive conservatorship fees.