Why Consider a Family Revocable Trust?

During your lifetime, you remain in control as the grantor, trustee, and primary beneficiary.

Key Benefits

·      You keep control of the trust assets during your lifetime.

·      You can provide guidance on how assets are used and distributed after your death.

·      A trust can be especially helpful when beneficiaries may need added structure or oversight.

·      It may also help your family avoid the time and expense of probate.

Why a Will Still Matters

We also recommend pairing your trust with a current Last Will and Testament. This helps address any assets that were not properly transferred into the trust.

Next Steps

If you would like to discuss whether a family revocable trust is right for you, please contact Jeff Rattikin at rattikin@rattikinlaw.com. We appreciate the opportunity to assist you and your family.