DO YOU WANT TO PROTECT YOUR FAMILY? DO YOU WANT TO PROTECT YOUR ASSETS? DO YOU WANT TO PROTECT YOUR WISHES? DO YOU WANT TO PROTECT YOUR PRIVACY? DO YOU WANT TO AVOID PROBATE?
WHAT IS ESTATE PLANNING?
WHAT IS A LIVING TRUST?
A living trust is a legal document that places your assets into a trust during your lifetime, and names a person to manage the trust’s assets (the trustee) for the duration of your life. After you die, a living trust then transfers your assets to the people or organizations you choose. These people or organizations are called “beneficiaries.” The trustee you appointed will then be in charge of paying debts and taxes. He or she will also distribute the assets in the trust to the proper beneficiaries.
WHO NEEDS AN ESTATE PLAN?
If you have a house or any property, banking or securities accounts, personal assets, motor vehicles, a spouse, children, or anyone else you care to benefit from your assets when you die, you need an estate plan.
Our clients are our focus. We are committed to leveraging our combined knowledge and experience to exceed our clients’ expectations. Let us help you every step of the way.
THE EXPERIENCED TEAM YOU NEED
If you are wondering what makes Saunders & Associates different. The answer is YOU. Saunders & Associates is an excellent partner and guiding light for you, your business and legal needs.
We have been serving the legal needs of California commercial and residential clients since 1989.
