While it is easy to get distracted by current events, you cannot ignore estate planning. If you already have one of my revocable living trust (RLT) plans, you are ahead of the game in protecting yourself and your loved ones. Here is a true story with the names changed.

Jill, came to me for help after her husband, Dave, had passed away. She was grief-stricken, but she had little time to grieve. There were bills piling up and family disagreements. As is all too common, they hadn’t prepared for this unfortunate situation. Probate Court proceedings were required. Jill was overwhelmed with hours of tasks, paperwork, deadlines, and pricey Probate Court appearances. Legal fees eventually exceeded $15,000!

If Dave had created a revocable living trust for himself, Jill would’ve been able to avoid Probate and save a substantial amount of money. Dave could have named her as the successor Trustee. She would be able to take control without Court interference.

Don’t entrust your assets and your family to an amateur or try to use Internet documents. As an Accredited Estate Planner and Super Lawyer in taxation with more than 40 years of experience, I incorporate many features into my RLT that would’ve made Jill’s painful experience MUCH easier. Some of my provisions came from my father, a former probate judge. Don’t you want the best for your family?

Contact me for more information.