Wills and Trusts ensure that your family and heirs will get the assets that you want them to have. Planning ahead of time is vital so as to allocate assets properly and determine who will be the proper recipients of your estate.
Keep in mind that a Will is vital if you plan to gift all or a portion of your estate to charity, or if you wish to transfer your estate to heirs other then your children, such as, your grandchildren. Additionally having a Will and Trust in place ensures that your assets avoid a lengthy Probate Court, and the taxes and costs associated with that process.
If you are in need of a Will or Trust or you want to amend an existing one, contact us today, so we may provide you with all the assistance you need. We have a team of experts who can excellently craft your will and protect you and your heirs.
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Phone: (800) 701-1870
Direct: (323) 702-6418
Our 24/7 Customer Service support team will be more than glad look into your needs and provide you proper instructions on how to avail of our services. Here at Retirement Thru Design we are guiding you with safe, simple solutions designed to help you meet your financial goals, not ours.