REVOCABLE LIVING TRUST ATTORNEY

You don’t have a crystal ball to predict your future! This is why in today’s world; we recommend you be proactive and legally document what you wish to happen to your assets after you are gone or become incapacitated! For details call for a free phone consultation: (818) 241-4238

Please give yourself peace of mind by creating an estate plan with a living trust package to help you achieve your goals. As our life expectancies increase and we are around much longer than we ever expected, more people are interested in creating a management plan for their financial and health care needs while they age as well as an estate plan. Attorney Joseph McHugh and his staff have the experience to counsel our clients about their legal rights and planning options, so they can make the best-informed decision about incapacity or death. When you speak with us, we will listen to what is important to you… so we can create legal trust documents to meet your goals which may include:

• Maintaining your privacy and dignity
• Maintaining your independence and control over personal healthcare decisions and financial affairs
• Assigning a trusted person to take over control of your personal healthcare decisions and financial affairs if you fail mentally (Avoiding a conservatorship which can be costly and is monitored by the Court)
• Minimizing expenses associated with probating an estate
• Assigning a trusted person to take over control of your financial affairs when you die
• Assigning Beneficiaries for your assets when you are gone
• Determining who is best to serve as a pre-need guardian for a minor child or loved ones with special needs.

You never know when a tragedy might happen, and it is important to protect your wishes and document legal directions for what you will want to happen to your body (health directives) and who will control your assets if you lose mental capacity or if you pass away. If you do not want a California Probate Judge to make decisions about your health or assets for you through a Conservatorship (while alive but mentally incapacitated) or Probate Court process when you are no longer alive!

Our California Revocable Living Trust package will ensure that your final wishes are legally documented… giving you a binder with all trust documents, as well as, saving these documents electronically with our firm and sending copies to you electronically for safe keeping. Our Revocable Living Trust package of documents keep your personal information “private” by avoiding court-controlled Probate or Conservatorship cases (which would be available in Public Records online).

Estate Planning Trust Attorney, Joseph (Joe) McHugh has 30 years of experience in estate planning and asset protection that includes setting up Family Revocable Living Trusts with very strong documents that are the basic of a family portfolio that can be changed as life changes. Joe recommends that you look over your documents every 5 to 7 years (to see if you need changes) as this seems to be the timeframe that major changes happen within a family that can affect your wishes in your trust documents.

Attorney Joe McHugh offers Revocable Living Trust documents in his California Estate Planning practice, helping families “get their affairs in order”. We spend time to talk to you, so you understand your options before we create the legal documents. We offer cost-effective Trust Packages include a Living Trust, a Pour-Over Will, Powers of Attorney, Healthcare Directive, Pet Trust section, Assignment of Personal Property, Grant Deed transfers real property into the Trust.

Do you want peace of mind to know what will happen to your assets and possibly your pets when you are gone? If so, you need a properly planned Living Trust package will privately protect your wishes insuring that your assets will be distributed to the people, pets, or charities you want with as little cost and time delay as possible.

NOTE: If you do nothing about your estate and all of sudden cannot manage your affairs or have died…

* In cases where there are no estate documents (described above) and you are incapacitated, a County Probate Court Judge will decide and appoint agents through a Conservatorship to manage your financial and healthcare decisions if you can no longer make these decisions.

*This Judge can also determine what happens with your estate if you do not have a trust and a Probate is needed. This is where everything will go to the “heirs of laws”, which may not be your wishes and can take over 18 months in Los Angeles County with high legal fees.
 

Why Do I Need a Revocable Living Trust?

You may ask, “Why should I have a Living Trust?”

People ask this because they may have a will, or have titled their property in Joint Tenancy, or perhaps they simply are reluctant to contemplate their incapacity or death.

There are several reasons why a Revocable Living Trust is beneficial to YOU and your Estate Planning.

The cornerstone of an effective estate plan is a Revocable Living Trust that legally does the following:

• It helps explain all aspects of your family and your final wishes.
• Avoids the need for the intrusive court process called PROBATE, along with its high fees and time delays which is taking up to 18 to 24 months in LA County.
• It provides a specified way of distributing your assets upon your death with a person you trust to be in charge of closing your estate.
• It can take care of pets as you wish.
• It legally documents your wishes of who will be in charge of you and your money in case of your incapacity or death.

 

Living Trust Attorney, Joe McHugh and his staff are ready to be a part of the complete solution to your family’s crisis, not just the lawyers that create the legal documents. We understand the issues surrounding the care of families and what it takes legally to meet your needs and goals, while giving your family the peace of mind that your loved ones are getting the best care possible in a complex and confusing situation.

After a thorough review of the best strategies for your family and estate situation and our fees for the scope of work, we will structure an estate plan created specifically to give you (or your loved one) the best documents possible, while planning in case things change and you need help or are gone. We put your real estate in the trust via grant deed transfer through the county recorder’s office.

Our Law Firm is centrally located in Burbank (On Olive Av. near Buena Vista St.), and we welcome clients to finalize the documents in our office; however, our Trust Lawyer, Joe McHugh and his wife Kathy McHugh, Legal Triage Director serve many clients throughout California using Zoom, emails, and FedEx to accomplish the setup of each trust.

We are very proud of the many personal and professional referrals and internet ratings we receive from happy clients and colleagues. Please contact our office today to schedule a free phone consultation.

Call for a phone consultation: (818) 241-4238. Or you can submit this form to request a consultation.