United Estate Planning Inc

Phone: (714) 637-9840
Fax: (714) 637-2058
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Pros & Cons

WILL INHERITANCE

Disadvantages of Probate

Will

  1. Probated by Court

PROBATE

  1. Costly Probate
  2. Delays 9 Months to 2 Years
  3. Public Records
  4. Loss of Control of Assets to Court
  5. Easy to Contest

IRS

  1. Multiple Estate Probate
  2. No Protection from Conservatorship

HEIRS

TRUST INHERITANCE

Advantages of A Trust

TRUST

  1. No Probate
  2. Inexpensive
  3. No Delays
  4. Total Privacy
  5. Total Control of Assets
  6. Difficult to Contest
  7. Avoids Probate in All States
  8. Avoids Conservatorship
  9. Can Save Federal Estate Taxes (A-B Trust)

HEIRS

Note: This is not to be construed as legal or tax advice. You should consult an attorney or accountant for such advice.

Contact us ....to learn about the benefits of a "Living Trust"....no obligation.