The Solution is a funded Revocable Living Trust that plans for your disability and is fully customized to meet your needs, a system to review and update the plan, and a guaranteed cap on administration services after your death.
No one else's trust should be like yours because their situation and loved ones' needs are different. The Trust is private, moves from state to state, avoids probate, controls pensions and life insurance, leaves explicit instructions for the care of you and your loved ones. It provides federal estate tax planning and is easy to create with the help of a qualified estate planning attorney and your advisors.
By meeting the definition of estate planning, a properly prepared plan meets your goals: planning for your disability, directing the distribution of your property, saving tax dollars, professional fees and court costs... and most importantly, a proper estate plan keeps you in control of your own affairs.
With the help of your attorney and advisors, you can quickly and comfortably establish a living trust-centered estate plan. Your living trust can be changed or canceled at any time. As maker, trustee and primary beneficiary, you control every aspect of how your property will be used. You also appoint the trustees, naming as many or as few as you like, with specifications of who takes care of what.
Of course, a living trust-centered plan truly comes to life by adding your loving concern and the caring efforts of your attorney and other professional advisors.
