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    • Tax Preparation
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    • Personal Finance Coaching
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E-News

Making Finances Simple. Changing Lives.

5/27/2013

6 Main Reasons People Get A Living Trust

Most people don’t want to think about death while they are alive. As a result, many are left at the time of their death without key financial pieces in place such as life insurance and a living trust. Below are 6 main reasons people get a living trust.....


1.   To Protect Property for Beneficiaries Upon Death
2.   To Manage Property Upon Incapacitation

3.   To Avoid Probate (costly, time-consuming court process)
4.   To Protect Privacy (your life's details are made public through probate)
5.   To Avoid a Will Contest
6.   To Reduce or Eliminate Estate Taxes


Feel free to contact us with any questions regarding living trusts. We would be happy to discuss this with you further and/or refer you to somebody we are confident you will find helpful in this matter.

This is one you don't want to take lightly...particularly in states with probate laws. And especially if you have kids!


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​​Copyright © 2022 Chad Peshke LLC, All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It's recommended that you consult with your own advisors for personalized financial guidance. Since we're not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. While Chad Peshke LCC is registered/approved with CA & ID, the trade name "CP" is not approved to be used in ID. This has no impact on our ability to legally do business in CA & ID as Chad Peshke LLC.