Congratulations! You are now well-versed on the basic tenants of revocable living trusts.

Please keep in mind:
Living trusts are sophisticated documents and it is highly advisable that you work with an experienced attorney in putting your trust together.

It is important that the trust is custom tailored for your personal circumstances, not a canned approach, and that the trust reflects your current and potential future financial position.

DON'T DELAY! Many people put off these important planning strategies until it's too late. Do not make this mistake. It is simply too important to wait.

This overview has been prepared as that, and overview. It should not be relied on as an all inclusive treatise on the topic. Significant information has not been included for the sake of brevity and to keep the issues easily understandable.

For more detailed explanation of living trust please consult with Achtel & Associates or attend one of our seminars.

For more information or to schedule a free consultation contact our office and toll-free at (800) 361-1961 or (858) 350-3124 (San Diego).