About this Event
ENGLISH + SPANISH SEMINAR!
Why a Living Trust is Essential for Homeowners
Join us for an informative seminar where our mother-daughter real estate team will guide you through the powerful benefits of a living trust and how it can protect your family and assets. Whether you're a first-time homeowner or an experienced property owner, this seminar will equip you with the knowledge needed to safeguard your legacy.
Here’s What We’ll Cover:
✅ Avoiding Probate: Learn how a living trust helps you bypass costly and time-consuming court proceedings, reducing stress for you and your loved ones.
✅ Privacy Protection: Discover how trusts keep your assets private, preventing them from becoming part of public records like wills do.
✅ Full Control During Your Lifetime: Understand how you can maintain complete control over your assets while ensuring their protection for the future.
✅ Custom Distribution: Explore how you can set specific conditions for distributing your assets, ensuring your wishes are honored.
✅ Protection for Minors & Vulnerable Dependents: Learn how a living trust can guarantee responsible management of assets for dependents and loved ones who require special care.
✅ Preventing Family Disputes: Find out how a trust can include provisions to avoid inheritance conflicts among family members.
✅ Tax Benefits: Learn how a living trust can help minimize capital gains taxes and other potential tax liabilities.
✅ Flexibility & Easy Updates: Understand how trusts can be modified as your circumstances change, providing long-term adaptability.
✅ Medi-Cal Claim Protection: Discover how a trust can shield your assets from Medi-Cal recovery claims after your passing.
✅ Prenup-Style Protection for Children: Learn how trusts can safeguard inherited assets, preventing them from being divided in a divorce.
✅ Protection for Bank & Savings Accounts: Ensure a seamless transfer of ownership without account freezes in the event of your passing.
✅ Lawsuit Protection: Understand how assets in a trust are less vulnerable to legal claims, adding an extra layer of security.
✅ Custom Family Provisions: Learn how to include personalized clauses, such as restrictions on substance use, trustee succession rules, and spousal benefit protections.
This is your chance to ask questions, clear up any doubts, and start planning for a secure future. Don’t miss this opportunity to take control of your estate planning!
We look forward to seeing you there!
Event Venue & Nearby Stays
9155 Telegraph Rd, 9155 Telegraph Road, Pico Rivera, United States
USD 0.00
