When should I establish a Living Trust? [Video]

Living trusts are important estate planning tool because they allow you to transfer property efficiently, without having to worry about probate. Although the “right time” may vary for different people, it is always best to contact an experienced estate planning professional – someone who can assess your situation and make sure that the transfer of assets to your beneficiaries is a smooth transition. That’s where we come in !

If you are unsure about how your financial situation would influence the timing of your living trust, consider giving us a call at 408-401-1513 !