Trusts and Estate Planning

Planning how to allocate your assets before or after you pass away maximizes the value of your estate and eliminates uncertainties in the distribution of your assets.

Common Misconceptions

I’m too young to begin worrying about a will or trust.

No one is too young to begin putting a plan in place to guarantee their children and families will be taken care of after your passing.

 

It’s too expensive.

Estate planning is as expensive or inexpensive as you need it to be. There’s no right or wrong way to plan for the future.

 

I don’t have any/enough assets to worry about.

Everyone has an estate. It doesn’t matter how large or small, or whether it includes a house, a car, savings or investments, we all have assets or equity we would like to leave to our heirs.

vs

Wills

  • Guarantees division of assets according to personal wishes
  • Guarantees the appointment of guardians over minors
  • Does not avoid probate – must pass through the court before distribution

Trusts

  • Allows a third party to manage your assets.
  • Doesn’t die with you – may continue on until the heirs reach the designated age named.
  • Does not need to go through probate.
  • Should always be used in conjunction with a will, not as a replacement.

To get started on protecting the future of your estate, please schedule your complimentary meeting

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Avina Financial Group, Inc.

Ca Insurance license #0G06112

 

13006 Philadelphia St., Suite 305

Whittier, C A 90601

 

T: 562-464-3973

F: 888-488-1368

Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser with securities offered through T.D. Ameritrade Institutional.

 

©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.

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©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.