Living Trust & Estate Planning

revocable-living-trust

Asset Protection

Establish your revocable trust for proper estate planning.
Designed for sophisticated forward thinking real estate investors and landlords.

  • Estate Planning
  • Properly Manage Your Assets
  • Network Family Resources
  • Legacy Creation
  • Retirement Benefits
  • Family Educational Funding
Info Session

 

Investors & Business Owners that desire to prepare a comprehensive estate plan, have the challenge of properly creating a Revocable Trust and Last Will & Testament.  Even when creating a Revocable Trust and Last Will & Testament, when not properly executed, it’s useless.  Good estate planning requires good counsel. The DC Landlord Association has brought in the experts.

Asset protection should be the top priority of a good estate plan.  Death, incapacity, children, spouse, other family, friends, religious and/ or other organizations, real estate & your financial portfolio are the components.  Who, what, when, where, why & how need to be established.

ESTABLISH REVOCABLE TRUST:

Grantor's Name:
E-mail:
Phone:
-
Address:
Successor Trustee's Name:
2nd Successor Trustee's Name:
List the names of people to determine if the Trustee is unable to serve based on incapacity:
List the beneficiaries of the trust (include who gets what and how much):
List the properties to be placed in the trust:
Special Notes:
Word Verification:

Powered by WishList Member - Membership Software