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To schedule a complimentary consultation with a
Certified Citadel Estate Planner (CCEP)
CLICK HERE or call (323) 251-7059
Walk-in appointments also available on the 15th and
30th of every month from 11:00 am
- 3:00 p.m. at
1st Valley Credit Union |
Did you know that in California if you pass away owning more
than $100,000 in assets in your own name, whether you have a
Will or not, your estate could be subject to the costs and
delays of Probate?
There is a perception that estate planning is only for the rich.
This couldn’t be further from the truth. In reality, an estate
plan is a critical part of ensuring that wishes are carried out
should an individual become incapacitated or pass away. This
applies to estates of all sizes, large and small, the elderly
and the young. Each individual’s situation is unique; therefore
it is critical to get proper legal, tax, and insurance
expertise.
Proper estate planning should accomplish three goals:
1.
The client should be able to protect,
manage, and enjoy their assets during their lifetime, while
minimizing exposure to unnecessary taxes and liability;
2.
The client should have a plan to
manage their health, and financial decisions should they find
themselves in a situation where they are unable to do so; and
3.
The client should be able to
ultimately distribute their property to chosen heirs and
beneficiaries in the manner they so wish.
1.
The clAffinity Trusts, in partnership with the leading estate
planning law firm
Citadel Law Corporation, provides customized and
comprehensive estate plans for each client. Estate planning
attorneys specialize in Revocable
Living Trusts, Private Foundations, Probate and Trust
Litigation, Trust Administration, Estate
and Gift Tax Planning, Durable Powers of Attorney,
and in advanced estate planning techniques, such as Asset
Protection, Irrevocable Life Insurance Trusts, Qualified
Personal Residence Trusts, Grantor Retained Annuity Trusts,
and Charitable Remainder Trusts.
Remember, as a valued member of the 1st Valley Credit
Union, you will receive a significant discount on your Revocable
Living Trust!
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