Integrity,

Discipline,

Performance  

Monday, December 21, 2009
MD Ellis Advisors


David Carlson

Richard Rosso

 

 

 

 

 

 

Living trust services


We have teamed up with a National Estate Services organization that has been providing Living Trusts Nationaly since 1990. Our Living Trust Services offer:

  • Free Lifetime Changes
  • Free Lifetime Support
  • A Comprehensive 193 page A-B Trust 
  • A+ Rated BBB Online

Living Trusts vs. Wills

  • Probate: A will takes you into probate. A Living Trust avoids probate, saving you time and thousands of dollars.
  • Release of Assest: With a will, assets are frozen in probate court for six months to two years or beyond. A Living Trust allows these same assets to be distributed within days .
  • Privacy: A will provides no privacy with public probate court proceedings. A Living Trust is a confidential document and is not made available to the public.
  • Contestability: In probate court, anyone can contest a will. A Living Trust is settled without interference and extremely difficult to challenge.
  • Living Benefits: A will takes effect when you pass away and offers no living benefits. A Living Trust benefits you while you're alive and provides an invaluable service to your loved ones after you've passed.
  • Asset Management: A Living Trust allows you to buy, sell, or trade assets just as easily as before you had a Trust in place.
  • Estate Taxes: A Living Trust effectively doubles the Estate Tax exemption for a married couple.

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