Pamela Morgan, LDA
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GOOD TO KNOW

Estate Planning Insights

Have you protected your most valuable asset, your home?

10/20/2017

 
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If you’re a homeowner in Santa Cruz County your home is probably worth from $500k to $1 million. Your home should be titled into a trust to avoid probate, the slow legal process that allows the court to distribute your assets, while the attorney handling your probate collects from 5% to 10% of its gross value, draining your heir’s inheritance. 
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I can help in preparation of a living Trust Package that protects the privacy of your estate, while retaining control of distribution to your beneficiaries. 

With 30-years experience in the preparation of Deeds, Trusts and end-of-life legal documents. Free 15-minute consultation.

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Disclaimer: I am not an attorney. I can assist you with preparation of documents at your specific direction. I am not a law firm and cannot represent customers in court  or give legal or tax advice. Because needs vary from customer to customer, you should seek the advice of an accredited CPA or tax attorney if you have questions regarding tax issues involving your estate.

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