revocable living trust
 
Planning for the future
How a revocable trust (living trust) works
What is probate - Why do I want to avoid it?
When is a will not enough?
Passing your assets to loved ones
Power of Attorney & Other Trust Documents
Estate Tax & Joint Tenancy
Conclusion
Why Achtel Law Firm, APC
 
 

estate planning

None of us likes to think about our own mortality, which is why so many of us, young and old, are caught unprepared. Plan now and protect the ones you love. For most everyone, a Revocable Living Trust Planning Package, prepared by Achtel Law Firm, will handle all of your needs, many of which you may not have even considered. After a free consultation, we will be able to provide you with advice on what would be best for you based on your particular circumstances.

Some of the many benefits of an Achtel Law Firm Living Trust Planning Package are as follows:

  • Avoiding Probate.
  • A living trust will pass your assets to your loved ones at your death, in the exact way you want them to be passed, without any taxes for your loved ones to pay, and without significant delay.
  • The planning package allows you to set up trusts for your children, enabling you to predetermine how and when the assets are to be used.
  • A living trust is extremely private and difficult to contest, unlike a will which goes through probate and is public record.
  • For a married couple, a living trust will take advantage of a double exemption from Estate Tax.
  • A living trust package will eliminate or limit the amount of tax that would go to the government and greatly reduce or eliminate subsequent legal fees.
  • The end result is that your assets go to your family where they are deserved and needed, not to the government and lawyers.

Living Advantages

  • The Living Trust Planning Package will give your loved ones the legal power to take care of you if you are injured or ill.
  • It will let you name the person you want as Conservator, to care for you if you become incapacitated from injury, accident. or illness.
  • It will provide for the care of your minor children if both parents die prematurely.
  • It will provide legal instructions to the doctor on whether you wish to be maintained on life support if you suffer brain death with no chance of recovery.
  • It will assist with the organization and control of your personal assets and estate.

 
 

Achtel Law Firm, APC
Business & Estate Counselors
12625 High Bluff Drive
Suite 103
San Diego, CA 92130
Phone: (858) 350-3124
Fax: (858) 356-0188
Directions to our office

 
 
 
  The materials provided within this website are for general information, educational, and promotional purposes only. They are not intended as, and should not be taken as, legal advice. Individuals and entities having legal questions should consult with an attorney to fully address their legal matters based on an analysis of the particular facts. The attorney members of the firm are licensed to practice law in the state of California, and otherwise as noted.
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