|Regardless of your current age and or
net worth, one of the common mistakes people make is thinking a Will is
all you need to pass along what you own to your children when you die or
become very sick.
The problem with only having a Will is your estate and assets can still be contested in Probate (probate refers to the method by which your estate is administered and processed through the legal system after you die.).
The solution is to also have a Living Trust created and in place that holds your assets (your home, bank accounts and stocks, for example) and is administered by you or someone you decide, for your benefit during your lifetime, and then transfers these assets to your beneficiaries when you die. Also how, life insurance can be an important part of your living trust.
If you have ever heard of a Living Trust or after reading this want to learn more about it, on Thursday May 2nd from 5:30pm to 7:00pm, Smeed Financial along with Ukoha Law, will be holding a Free Informative Seminar on Establishing a Living Trust.
Local Attorney Endy Ukioha-Ajike, a California State Bar Legal Specialist, in Trust, Probate Law, and Estate Planning will discuss a variety of topics in an entertaining manner that will help you better understand estate planning and design a plan that fits your needs.
For more information or to RSVP, Please call (925)-757-6018
Pablo Blanco, Financial Advisor will also be in attendance to help answer any other financial planning questions.
Click here to open a document of Frequently Asked Questions about Living Trusts you are welcome to read up on.
Juan Pablo Blanco
SMEED Financial Services, Inc.
201 Sand Creek Road, Suite F | Brentwood, CA 94513
Work: 925-757-6018 | Cell: 925-695-5244 | Fax 925-270-1923
firstname.lastname@example.org | www.smeedfinancial.com