The Benefits of a Revocable Trust

Why creating almost everyone could benefit from Revocable Trust:
– Provides tax planning and asset protection planning ability for a surviving spouse.
– Creates a trust for minor children that provides for their care and allows their guardians to look to the trust to ensure the children have the best home environment and everything they need.
– Protects beneficiaries from the perils of inheritance – drugs, creeps, and grief.

The Hazards of DIY Estate Planning

Learn why DIY Online Estate Plans are dangerous for you and your family:
– No tax planning or asset protection planning ability for a surviving spouse.
– No instructions were provided on how to ensure the trust is properly funded.
– No malpractice insurance – if the client gets it wrong their beneficiaries will not win a lawsuit against any of these online form-generating companies.