Numerous things can be done with a living trust. It can divide your estate in the same manner as a will, hold assets for the benefit of children who are still in their infancy, benefit a charitable organization or a scholarship program, or even benefit your pets. It is extremely flexible and is only constrained by a handful of restrictions. For instance, your living trust cannot serve illegal objectives or aid terrorist or organized crime groups. Beyond these few limitations, your living trust’s parameters are essentially constrained by your creativity. These are just a few examples of how your living trust can be designed to look after the people and organizations that are significant to you.
A living trust is one of the best tools you may use if you want to dodge the probate proceedings. With a living trust, your estate can be distributed in accordance with the terms of your trust agreement without the requirement for court supervision. By avoiding probate, you can keep your privacy intact, expedite and streamline the procedure, and eventually save a significant amount of cash.
To learn more, read our blog posts ‘Top Reasons to Have a Trust‘ and ‘How To Set Up a Living Trust in Sacramento, California‘
We will prepare a legal document to provide clear instructions on what should happen to all your assets according to your wishes after death. It can prevent family feuds over property and other finances.
We’ll guide you in choosing a power of attorney (POA) and explain what legal decisions can be made by the person assigned. It’s the best way to protect your finances, property, or medical care.
This includes Revocable Living Trust, Irrevocable Trust, Testamentary Trust, and Special Needs Trust.
Our professional team will ensure that a pour-over will is in place to capture any assets that are not included in your living trust or that weren’t transferred initially. It’s always better to play it safe and make sure everything is handled accordingly.
If something should happen to you and you can no longer make decisions, you’ll want to make sure that somebody has your best interest at heart and follows your instructions for any healthcare needs. Our team will create the legal healthcare documents needed to give you peace of mind.
Coming to the Rocklin area from Florida, I needed to find an attorney I felt comfortable working with to make sure all my paperwork was acceptable to CA. The Fillippi Law firm fit that need. Would not hesitate to recommend them. I felt comfortable asking questions and was given all information explaining the process of finalizing the work, including all costs. Made me feel very welcomed!!!!!
This firm was amazing. They made the process easy and their follow up is top notch. If you need Estate Planning services this is who I would recommend.
Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!
My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.
We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.
I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.
Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.
If you’re on the fence, don’t be. Give them a call. You won’t regret it.
