Revocable Living Trust

If you’re nearing, or already reached retirement, welcome to the golden years!

Like most, you’re probably looking forward to the additional quality time you’ll share with friends and family. Keep peace of mind in these precious years knowing that your assets and your heirs are protected should you become unable to handle your own financial affairs with a, revocable living trust.

Different from a will, a living trust eliminates the need for your estate to pass through probate court before it can be passed on to your heirs, it helps to avoid a conservatorship, and keep your document private after death.

Also a retiree, Steve’s passion is to provide his clients with the best advice to maximize income, defer taxes, and preserve capital, that provide peace of mind for their retirement. Call Steve “Sherlock” Holmes and discuss your retirement agenda!