Trusts

A revocable living TRUST is preferred by most families and professionals. Establishing a trust can help avoid probate at death (including multiple probates if you own property in other states), prevent a court from having control of your assets if you are incapacitated, and bring all of your assets together into one plan. Trusts are private documents, and a revocable trust can be changed by you at any time.

Why do most people need a Trust? Isn’t a Will good enough?

Trusts are for people who have minor children, life insurance, or a larger estate. They are also an excellent choice for clients who want to delay inheritance distributions to their children (or other beneficiaries) past age 18 or avoid probate.

If you want your children to benefit from your Life Insurance policy while they are still minors, you must have a TRUST!

Initially, a living trust is more expensive than a will; however, because it avoids probate and other costly interference, many people are able to save money with a Trust.

Unlike a will, a trust doesn’t have to die with you.

Simple Trust Package

Individuals

A Simple Trust Package is very important for people with minor children, life insurance, or a larger estate. If you want to avoid probate, or delay inheritance distributions to your children (or other beneficiaries) past age 18, you should invest in a simple trust package.

The Simple Trust Package for an individual includes: 1 Trust, 1 Will, 1 Financial Power of Attorney, 1 Health Care Power of Attorney, 1 Mental Health Care Power of Attorney, 1 Living Will, and moves up to 1 home into your Trust.

Couples (married or non-married):

A Simple Trust Package is very important for people with minor children, life insurance, or a larger estate. If you want to avoid probate, or delay inheritance distributions to your children (or other beneficiaries) past age 18, you should invest in a simple trust package. 

The Simple Trust Package for a couple includes: 1 Trust, 2 Wills, 2 Financial Powers of Attorney, 2 Health Care Powers of Attorney, 2 Mental Health Care Powers of Attorney, 2 Living Wills, and moves up to 1 home into your Trust.

YOURS, MINE, AND OURS TRUST PACKAGE
(YMO Trust Package)

The YMO Package is a great option for blended families who either have (1) only separate assets, or (2) a combination of separate assets and joint assets. This package allows families to maintain clearly separated assets. The YMO Package is very important for people who want to ensure that their children from a prior relationship receive specific assets upon their death.

Trusts are for people who have minor children, life insurance, or a larger estate. They are also an excellent choice for clients who want to delay inheritance distributions to their children (or other beneficiaries) past age 18 or avoid probate.

The YMO Package includes: 3 Trusts* (two individual trusts and one joint trust), 2 Wills, 2 Financial Powers of Attorney, 2 Health Care Powers of Attorney, 2 Mental Health Care Powers of Attorney, 2 Living Wills, and moves up to 1 home into your Trust. *This Package can be customized to only include 2 Trusts if only one spouse has separate property.

Office by Appointment Only

1800 E Ray Rd Suite C2-A
Chandler, AZ 85225

Call / Text

480-712-0399

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