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a will is simply not enough

Living Trust
  • On Public Record
  • Always Probated
  • Upon probate settlement, an average of 8% to 10% of your estate will go to probate costs
  • Creates attorney & court costs
  • Is often contested
  • Court controls undistributed assets
  • Angry family members can contest a will
  • Court distributes assets
  • Is a one-time distribution
  • Distribution are delayed
  • Court controls will at your incapacity
  • Takes care of only your heirs
  • No Public Record
  • Avoids probate
  • With a Living Trust there are no probate costs, the estate passes directly down to your family immediately
  • Avoids attorney & court costs
  • Has a non-contestability clause
  • Trust controls undistributed assets
  • Trust distributes assets
  • Allows ongoing distributions
  • Distributions are immediate
  • Prevents loss of your control
  • Takes care of you, your spouse and your heirs...immediately

ESTATE DILEMMAS VS. living trusts

Estate Dilemmas
Living Trust Solutions
PROBLEM - Estates with substantial worth can take up to 11 months for the beneficiaries to receive their inheritance... sometimes 3-4 years if assets are in other jurisdictions. SOLUTION - With a Living Trust the beneficiaries can receive their inheritance on average in as little as 24 hours upon settlement.
PROBLEM - The greatest taxable fund brought into the US Treasury is the tax on your estate when you die. SOLUTION - With a Family Life Insurance Trust your life insurance is excluded from your estate, thus reducing estate taxes.
PROBLEM - Holding title to rental property under your personal name opens you up to identity theft hazards and 3rd parties who want to know what real estate you own. Also, high costs may be involved in registering and maintaining an LLC in certain states. SOLUTION - Ensure your privacy by recording your properties in the name of your Trust in all public records. For even further privacy, name a 3rd party as Trustee of the Trust. Beneficial interest in the Trust can also be assigned to a corporate entity.
PROBLEM - Holding title to property under your personal name opens you up to identity theft hazards and provides your personal information to all interested 3rd parties. SOLUTION - Ensure your financial privacy by recording your properties in all public records in the name of your Trust and for additional privacy, name a 3rd party as Trustee of the Trust.
PROBLEM - Upon probate settlement, an average of 8% to 10% of your estate will go to probate costs! SOLUTION - With a Living Trust there are no probate costs and your estate passes directly down to your family... immediately.
PROBLEM - Angry family members can contest a will. SOLUTION - A Living Trust has a non-contestibility clause.
PROBLEM - You own lots of "toys" and if a judgment is entered against you personally, creditors will be seeking your assets owned in your personal name which they will collect on. SOLUTION - Maintain your privacy and the control of your assets by having the Trust legally own the Assets. Creditors would have to "know" about the Trust in order to collect from it.
PROBLEM - Who will care for your beloved pets should you become incapacitated or worse? You don't want to leave a "family member" to chance, or to being taken to the SPCA.

SOLUTION - You pre-determine the care for your pets by appointing a guardian, whether a friend, family member or someone you know and trust will take care of your beloved pets. You can appoint a "pet panel" chosen by you to ensure your pets are well cared and provided for.

Ask yourself... What is Peace of mind really worth to you?

MoneyThe words "Financial Crisis" are heard all too often in today's world. We are bombarded by reports of corrupt executives, downgraded earnings reports and lost nest eggs. We all know people, good people, who have lost jobs, pensions and livelihoods due to the chaotic economic situation in this country today. It is definitely a dangerous and complicated landscape for all of us to live in, care for our families, and plan for our futures.

who should have a living trust?

If you have titled assets and want your loved ones (spouse, children, parents etc.) to "Avoid Court Costs" and "State Interference" upon your death or incapacity, consider a Family Living Trust.

You can easily secure and protect your family's inheritance from the probate court and collection attorneys in as little as 72 hours. You may also want to encourage other family members to secure their family inheritance from the state courts.

A Family Living Trust (FLT) is a legal document drafted in conjunction with a Pour Over Will, a Living Will, Letter of Wishes, Durable Power of Attorney and Non-Contestability. Together they will enable you to avoid probate and allow you, not the courts, to control your assets while you are living. If you become disabled or incapacitated, the Trust will appoint the person you have named to act as your guardian using the durable power of attorney you have authorized.

What is Probate?

The legal process in which a will is reviewed to determine whether it is valid and authentic. The court appoints an executor named in the will to administer the process of collecting the assets of the deceased person, paying any liabilities remaining on the person's estate and finally distributing the assets of the estate to beneficiaries named in the will or determined as such by the executor. When a person dies, whether you have a will or not you will be subject to Government officials sorting out your estate matters.

is avoiding probate legal?

Yes! Not only is avoiding probate legal but with a Living Trust, you leave no misinterpretation or contestibility of how your estate is distributed.

Manage Your Estate and Taxes like the Wealthy

Avoid probate by controlling your assets while you are livingThe Rich and famous havealways had access to the best lawyers and accountants to guide them and protect them.But today, there are millions of people who desperately need the latest strategies to protect what they have worked their entire lives to acquire.

"Nine out of ten lawsuits in the world are filed in the United States. In such a litigious society, if you own anything worth having, lawyers will find a way to come after you." - P. Thomas Adams, JD Attorney at Law

Family Living Trust Benefits

  • Offers maximum privacy
  • Avoids probate court
  • Is rarely challenged
  • Can reduce or eliminate estate taxes
  • Controls undistributed assets
  • Retains assets as long as you want
  • Preserves inheritances for children
  • Protects dependents with special needs
  • Quickly distributes assets to heirs
  • Prevents loss of control
  • Takes care of you while you're alive
  • Provides direction during medical crisis

don't wait to get your family secured!

At Bridgeway Financial we work with our clients to design and implement asset protection strategies that best fit your unique situation, to help you reduce your taxes, maximize profits, protect your assets and maintain your privacy. In short, we help you ensure your wealth building success.

After all, it's not how much you make, but how much you keep that really counts. Without a well planned financial strategy, your estate may be tied up in probate incurring unnecessary costs, taxes and attorney's fees. We will help you do everything from preparing your financial schedules to setting up your trust.


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