Living Trusts

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Want to leave a legacy for your future grand children? A Living Trust is the first order of defense against life´s surprises. Unlike a Will, a Living Trust has many living benefits in addition to avoiding Probate. Avoiding probate court proceedings after your death can save your family time, money, and headaches. Different kinds of living trusts can help you avoid probate, reduce estate taxes, or set up long-term property management. Watch a video to learn what is a Living Trust and if you would like more info, contact us or call our living trust specialists direct to see if you need one. We offer Heritage Living Trusts in all U.S. states, except Louisiana. 
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There was a time in the "Good Old Days" when a hardworking person was respected, and could pass his wealth to his family without trouble.

Times are changing and we are witnessing a new era of economic misery. This misery index is called "The Cost of Dying", and it measures the aggregate cost of final sickness and death in financial terms.

Probate is not the only hardship your estate will suffer. Today you must add other substantial cost considerations to your estate planning.

They deserve your careful consideration if you are to avoid the difficulties and financial pitfalls that can destroy all you've worked hard to accumulate and to pass to your children. Your financial future depends on your being prepared.

Let us guide you through the process of establishing your Living Trust. Unlike a Will, a Living Trust has many living benefits in addition to avoiding Probate: A Living Will, Nomination of Conservator, Durable Power of Attorney for Assets and Healthcare, Guardian for Minor Children, and more.

If you answer “Yes” to any of the statements below, you just might need a Living Trust:

* I want to avoid the Probate process
* I own real estate or I have a mortgage
* I own real estate in multiple states
* I have minor children
* I have a Special Needs Child
* I have children from a previous marriage
* I own assets from a previous marriage
* I don't want to leave difficult decisions to my loved ones
* I value my privacy
* I want to leave a loving legacy
A LIVING TRUST IS THE MOST LOVING THING YOU CAN DO FOR YOUR FAMILY..
CLICK HERE TO LEARN MORE.
​CALL 269-359-5606 FOR MORE INFO.