Proper Trust Planning For California Families
After you pass away, all your property, assets, and wealth will be divided and distributed to your beneficiaries. Many people know they need a will, but in most cases a will alone is not enough especially if they own real estate. Most people need a will and a trust that work together.
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At my firm — the Law Office of Alexandra Morgan — I help clients throughout Tustin and Orange County, California, protect their money using trusts and other estate planning tools. I take the time to understand my clients' situations and the factors that will affect their trusts.
Call 949-662-7893 to schedule your free initial consultation.
What Trust Will Best Meet Your Financial Goals?
I help clients create a trust tailored to their family's needs. When used effectively, a revocable trust allows you to:
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Control your assets while you are alive
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Avoid probate
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Reduce or eliminate potential estate tax
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Leave detailed instructions for money left to children or left for the care of minor children
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Avoid having a conservator appointed to control your assets if you become incapacitated
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As a Tustin, California, revocable trust attorney, I work with clients to create detailed instructions, dictating exactly what should happen with their assets and when. I discuss the big picture with my clients, looking at estate tax issues and the long-term ramifications of each option.
Avoid Probate, Contact My Law Office
Call 949-662-7893 to schedule your free initial consultation with an experienced Orange County estate planning lawyer and learn more about the trust options available to you.