Advanced Planning

ADVANCED PLANNING

Full Protection Living Trust

When we do a Living Trust we do a “Full Protection” Living Trust Plan. We put everything in your trust plan that we can legally do in this type of plan to save you death taxes, probate, conservatorship, and other death or disability costs, expenses, or taxes. But there are some things even the best living trust plan cannot effectively do.

When you have a larger estate or own a business or rental properties you are in danger from lawsuits, special penalty death taxes and capital gains taxes.

The pages in this section explain how you can protect your estate, assets, and wealth from these additional problems on larger estates.