Is a Living Trust Right For You?

  

Learn more by listening to a 9 Minute, Toll-Free, Telephone Living Trust Presentation 

Call (866) 927-8552 x1
(also in Spanish x2)


Heritage Living Trust, Financial Consultants - No License Required, Scotts Valley, CA

What People Are Saying About Heritage Trust

"I have a close personal friend, who is now 90 years old. She had a trust from Heritage Living Trust created about 3 years ago and since that time has been diagnosed with dementia. A week ago, after checking herself out of the hospital, the public guardian filed for conservatorship, asking the probate court to appoint them, the public guardian, as her new caregiver/conservator. My friend has no family left, but due to her Trust which was created while she was of sound mind, declared her wishes as to who she wanted to serve as her conservator if the time ever came to when she would need to be conserved. Normally, a non-relative conservatorship would be fairly difficult to implement, but in this case, the named individual in her estate plan came to the court and told the court that they desire to serve as my friend's conservator and will accept that responsibility. This morning, the probate attorney and the public guardian agreed that the named individual in the estate plan created by Heritage has precedence, and that the trust was sufficient to place that individual as her conservator.

If it were not for her Heritage trust, she would be another case added to the already overloaded government workers conservatorship pile. Instead, an individual who she loves, and who loves her, is now fulfilling my friend's final wishes and providing for her the end of life care that she deserves after having worked hard for the past 90 years."       

R. Jones...California 

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"Thank you Heritage Staff and Associates for providing the type of customer service a consumer only dreams of. I am so impressed with the accurate and timely response to my many questions and how everything is explained in terms I can understand. Most impressive is the ability to make changes to our trust at any time without an extra charge. I am confident that Heritage Trust has given me the security my family needs for the future."
 Z. Gibbs...Colorado

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"In 2003 when I was looking for someone to do my Living Trust, I found HeritageLivingTrust.com . I met with the staff at their office and we started the process. The service was and is above and beyond my expectations. In 2007, after marrying again, my husband and I had them set up a new A-B Trust, which we have amended several times since then, at no extra cost. We have been completely satisfied and send them Kudos for all their patience, hard work and professionalism." 
Chris and George S., Pacific Grove, California

Please Contact Me With Free Additional Information
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    Monday
    Jun042012

    Is Protecting Your Stuff Really Important?

    I have intended to start this blog for many months and it’s one of the things that keeps getting pushed back in favor of more pressing tasks. I believe it is so important that I assigned a new priority to it and I will spend the coming months getting the word out and helping those who want to avoid the disaster it creates. There is an urgency that threatens every American family that has worked to secure their later years and intends to leave the benefits of that hard work to their children and grandchildren. That urgency is the unseen threat of Probate and Estate Taxes, both of which are lurking in the background to threaten and destroy what they have worked so hard for. 

     

    I have worked diligently for the past 20 years to broadcast a message for Americans that will help them avoid this huge financial disaster and have made the Living Trust my specialty. Today 70% of Americans don’t have a scrap of paper to say what is going to happen to their assets when they die. Those unfortunate folks are going to leave the job to a Probate Court to write their Will and the sad thing is that the legal profession will get tens of thousands of the dollars that could have gone to their children if they had only prepared in advance. 

     

    People like Suze Orman and AARP have consistently talked about the revocable living trust and the message is always, “get it done”. I want to add my voice to that message through this Blog. It is such an important issue to every family that values what they have worked so hard to build and accumulate. 

     

    I want to keep these entries short and easily digestible so I will close this one with our information resources and encourage you to research this subject for yourself. I am also making myself available to anyone who wants to respond or ask questions. I will give them my personal attention. You can reach me at 

    888-437-8778. There is an extensive Q&A at our website at www.heritagelivingtrust.com

     

     

     

    Until next time...

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