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Creating A Trust

Creating A Trust Ensures That Your Assets Will Be Quickly Distributed upon Your Death

Creating A Trust Will Ensures that your Wishes Are Carried OutIt should be critically-important to any person with a family, kids, or potential heirs, to make provisions for resolution of their estate after their passing. Wills and Trusts can help ensure your that your assets are protected while you are alive, and make certain that your wishes regarding the distribution of your assets are exactly followed immediately following your death. The question is, which estate planning tool or strategy is right for you? Vincent W. Davis provides the skilled and knowledgeable legal advice you need to create an estate plan that works best for you and your family.

Southern California Will and Trust Attorneys at Vincent W. Davis & Associates have 60+ years of combined legal experience to bring to your estate planning and other legal concerns. Mr. Davis can explain your estate planning options, help you make a decision that meets your goals and needs, and then quickly and affordably implement your plan into legal reality.

Why create a Trust?

Savvy individuals who purpose to create an estate plan, generally use one or more trust instruments do so. Trusts are powerful estate-planning tools that can help you (1) avoid Probate, (2) ensure your families’ privacy, (3) strive to reduce or avoid taxes including those newly-increased “death taxes,” and (4) to make certain the assets you’ve invested a lifetime building will go to your spouse, children or other loved ones as an Inheritance. Most people will want to EXACTLY SPECIFY how the estate is to be distributed. So, why create a Trust? Creating a trust will accomplish everything an old-fashioned solitary Will cannot and so much more including, but not limited to:

Creating a Trust can Avoid Probate.

Creating a Trust is extremely useful to avoid probate. An Estate Plan “package” will likely include a Living Trust and a Pour Over Will is the best-known strategy to avoid subjecting your family to the expense and long, drawn-out hassle of a probate court proceedings following your death for up to 2 years.

Reduce Estate Taxes

Reduce Estate Taxes and know that you can transfer wealth to heirs; not to the government in taxes. Estate taxes, income taxes, and transfer taxes could diminish your estate by as much as half. With the new tone in Washington DC of raising taxes across the board, your estate is in more jeopardy than ever before. Estate-planning trusts will go a long way toward sheltering your life’s assets, but you should also consider a simple plane to make gifts during your lifetime which can help you save considerable taxes with added blessing of looking on as loved ones or charities use your gifts while you’re alive to see the next generation prosper.

Creating A Trust Will Ensures that your Wishes Are Carried Out

A trust is a legal document that provides a precise level of control over what assets go to whom and any conditions or timetables that might be prudent – but ONLY if creating a Trust document is done correctly. People who have used online websites to create various boiler-plate trust documents comprise the large base of individuals suing these document mills across the country. There is no shortcut to creating a Trust that will stand up to potential challenges, creditors, scammers, tax authorities, and provide you the security and peace of mind you deserve. Sitting down with an experienced trust attorney to have a trust drafted carefully and properly is time well-invested. Having a properly drafted trust(s) gives people peace of mind, assures the future security of their loved-ones, and provides certainty that their final wishes will play out smoothly.

How to Create A Trust – Consider the Services on an Experienced Trust Attorney

When you are contemplating how to create a trust for your family, please research the horror stories of those who took shortcuts or didn’t seek out an experienced professional. If your trust is not correctly drafted, it may not carry out your wishes and can lead to disputes which will take time and money to resolve. In a typical trust, one or more specified individuals will manage your estate on your behalf for the express-benefit of your “beneficiaries” such as your spouse and/or children.  There are many statutes and laws that specify exactly how a trust shall be drafted because it is a controlling document that may even deal with other specialized trusts, perhaps dovetails with a Will, may effect taxes, and is supposed to provide for the smooth and seamless distribution of assets. A poorly-drafted or incorrectly-written trust may result in additional estate or income taxes that will impact and dilute the estate’s value that your beneficiaries were supposed receive.  At Vincent W. Davis & Associates, our experience is that more experienced lawyers draft better, more effective trusts.

If you want to make certain that your trust will accomplish what you intend, contact a Vincent W. Davis for a personal consultation.

Set Up a Day, Evening or Weekend Appointment Now

For assistance, please contact The Law Offices of Vincent W. Davis & Associates in Southern California for a complimentary consultation. Consultations are available in Los Angeles, Orange County, Inland Empire including Riverside or San Bernardino Counties. We also handle California Probate and Estate matters for out of state individuals.

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