PHOENIX — When it comes to estate planning, there can be tons of questions and concerns, including taxes, trusts, the probate process and more.
This is where Asset Preservation Wealth & Tax comes in to help.
Asset Preservation Wealth & Tax will not only help provide you with your own written financial plan at no cost, but it will also help with an estate planning review.
Estate planning isn’t just for those with tens of millions of dollars. It is about making sure your family stays together after you’re no longer around.
“What really matters is the probate process, right? And what that does is, is it basically allows you to establish people that you want in charge when you’re no longer capable of being in charge,” said Stewart Willis, President of Asset Preservation Wealth & Tax.
This is why a living trust is important. A living trust does two key things — it avoids estate taxes and probate.
When you’re no longer capable of being in charge, a living trust allows you to establish people that you want in charge. The beauty of a trust is that you get to decide who makes the decisions, while not leaving it up to the courts.
You can also put your home in a living trust to entirely avoid the probate process.
Asset Preservation Wealth & Tax’s living trust services are available for under $1,000, which makes a living trust a must-have.
“We make a commitment to our clients that we’re not gonna abandon you when you need us the most,” Willis said. “I promise you we’ll be there for your surviving spouse. We’ll be there for your kids. But you need to do your part. You need to have your affairs in order. Cause I am not hanging out with your kids in probate court when you could have avoided it for $1,000.”
Click or call 877-573-8437 to schedule your appointment.
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