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...