Is a Revocable Living Trust Right for Me?


Revocable Living Trusts

An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth transitions in the event of disability or death. The revocable living trust allows you to retain ultimate control of your assets and simultaneously provide your family with peace-of-mind.

With a revocable living trust, you choose who inherits, when, and how. This decision will not be left to a judge.

This type of estate plan is a valuable investment for someone who wants to avoid probate, owns real estate, has a business, has cash assets in excess of $75,000, has a stock portfolio, has minor children, or is concerned about who will manage their assets in the event they become ill.

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