Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Individual Irrevocable Living Trust

An Individual Irrevocable Trust is a Trust, which, by its terms, cannot be modified, amended, or revoked. While the Revocable Living Trust allows the individual grantor or settlor to retain some asset control, has flexibility and avoids the costs and duration of probate, the tradeoff is that the assets in the Trust do not avoid the estate tax. With an Individual Irrevocable Trust, the individual grantor or settlor’s control is ceded, but the estate tax may be avoided. Let us jump start your estate plan and provide you with peace of mind by drafting an Individual Irrevocable Living Trust for $499.95.

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