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At KAEHALL™ Estate Planning
Coordinators, we understand that it may be unpleasant to think about
the possibility of disability or death, but we know that advanced
planning will reduce potential distress and show your loved ones
you care.
• • •
"It
was work getting everything together, but under the guidance
of your representative it was made easy. Now that we review
the results, we are pleased. We feel that our Master Estate
Plan has put our affairs in order. We feel better organized,
and our children will be able to bring our assets together
for final distribution and closure."
The Bowman Family
• • •
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Estate Planning Coordinators
KAEHALL™ Estate Planning
Coordinators can help you achieve your objectives by helping you manage
your wealth and assets and distribute them in the event of your death.
Your estate is everything that is titled in your name. Such as:
- Personal and household belongings
- Your home and other real estate
- Checking and saving accounts
- Certificates of Deposit (CDs)
- Money Market Accounts
- Stocks, Bonds and other investments
| Highlights of a Revocable Living Trust |
- No Probate
- Minimal Delays
- No Loss of Control
- No Conservatorship
- Assets distributed quickly
- Possible reduction of federal estate taxes
- Privacy
- Peace of Mind
- Prepared by a legal firm
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One way to protect your estate from erosion is with a Revocable Living Trust. With a Living Trust, you transfer all your assets to a trust. As the trustee, you have unlimited access to and full control of your assets during your lifetime. It also enables you to distribute your assets, after your death, to family, friends and/or loved ones. It allows you to appoint someone (a successor trustee) to make certain your assets go to the ones you choose after your death. This gives you control over all assets and actions of your trust - including spending, saving, investing or giving away assets without restriction.
Revocable Living Trust vs. Simple Will vs. No Will
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Revocable Living Trust
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Simple Will
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No Will
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| You Name Your Beneficiaries
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| No Probate Court Costs
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| Eliminate or Reduce Attorney Fees
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| No Executor Fees
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| No Administrative Fees
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| No Conservatorship
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| No Will Contests
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| No Multiple Probate
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| No Excessive Delays
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| Maximum Privacy
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| Possible Reduction or Elimination of Estate Taxes
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| Reduces Psychological Impact
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