There Are 2 Kinds of Living Trusts:

Those That Work; and,

And, Those That Fail.

Miserably!

The Remedy:

Simulate the Estate Plan / Living Trust by Taking It On A Test Drive 

BEFORE It Is Too Late!

How?

Start By Reading Your Existing Estate Planning Documents, 
Starting With Your  Living Trust.
Write Down Your Questions and Concerns.

Pretend that You Died Yesterday.
What Would Happen Today?
Write Down Your Questions and Concerns;
Don't Overlook Anything!

Then Visit With Your Estate Planning Attorney
And Others Like Your Income Tax Advisor.

© 2024 by William Lee Sefton, CPA
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