Are You Sure That Your Current Trust Actually Works? – Thompson Von Tungeln

Do you already have a living trust? Excellent! However, are you sure that your current trust actually works? Do you even now what it says or how it handles critical estate planning goals or decisions? Has your family situation changed significantly since your current trust was prepared? Do you know how your children can inherit your retirement accounts flexibly and tax efficiently?
There have been a number of important changes in the law that have been passed recently that can impose new and significant burdens and costs on you and your successor trustee. In addition, new risks to your estate since you established your trust warrant a thoughtful conversation about asset protection and free or very affordable long-term care options.
If you are not sure or already know you need to update your trust, it’s probably not a bad idea to talk to an expert estate planning attorney. It has never been more important to work with an up to date and seasoned professional with decades of relevant experience. Trust review and amendment services are a significant part of our estate planning practice and the great news is that we will review your existing trust for free! It’s also totally ok if you are not ready to meet with one of our attorneys one-on-one. Our Free Valencia Seminars in September are especially tailored for people who already have a trust and want to learn more about trusts, recent changes and whether they need to do anything.
Seating is very limited so please call us at (661) 945-5868 at your earliest convenience to reserve your seat, book a free trust review appointment (please mention this article) or ask any questions.