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Ten Important Questions You Should Ask Yourself?

Ten Important Questions You Should Ask Yourself About Forming A Living Trust

  

1. DO YOU NEED TO PROVIDE FOR A SPECIAL NEEDS CHILD TO PROTECT THEIR FUTURE BENEFITS?


2. DO YOU HAVE CONCERNS ABOUT YOUR CHILDREN FIGHTING OVER YOUR PROPERTY AND ASSETS AFTER YOUR DEATH?


3. DO ANY OF YOUR HEIRS HAVE A SUBSTANCE ABUSE PROBLEM?


4. DO YOU WANT TO SPECIFY GIFTS OF YOUR PERSONAL PROPERTY TO SPECIFIC HEIRS?


5. DO FAMILY CIRCUMSTANCES REQUIRE YOU TO CUSTOMIZE SPECIAL INHERITANCE SCENARIOS?


6. DO YOU HAVE HEIRS WHOS INHERITANCE NEEDS TO BE SCHEDULED OR CONTROLLED?


7. DO YOU HAVE CHILDREN IN AN UNDESIRABLE RELATIONSHIP THAT THREATENS THEIR INHERITANCE?


8. DO YOU WANT TO DIRECT YOUR ASSETS TOWARD YOUR GRANDCHILDREN FOR THEIR EDUCATION?


9. DO YOU HAVE SPECIFIC CHARITABLE GIVING GOALS AT YOUR DEATH SUCH AS CHURCH, PETS, CANCER SOCIETY ETC.?


10. DO YOU WANT TO PROTECT THE INHERITANCE TO CHILDREN FROM A FORMER MARRIAGE?

Specialized Services

We offer specialized services such that will address any of the situations mentioned above.

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Our comprehensive solutions include property management, fiduciary services, Trustee services, Complex Trust Systems. Separate Property Agreements and more. We will tailor your trust according to your wishes.

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