Estate Planning - Premier Capital Management

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Understanding Living Trusts
What is probate?
What's so bad about probate?
Doesn't joint ownership avoid probate?
Why would the court get involved at incapacity?
Does a durable power of Attorney prevent this?
What is a living trust?
How does a living trust avoid probate and prevent court control of assets at incapacity?
Do I lose control of the assets in my trust?
Is it hard to transfer assets into my trust?
Doesn't this take a lot of time?
If something happens to me, who has control?
What does a successor trustee do?
Who can be a successor trustee?
Does my trust end when I die?
How can a living trust save estate taxes?
Doesn't a trust in a will do the same thing?
Is a living trust expensive?
How long does it take to get a living trust?
Should I have an attorney do my trust?
If I have a living trust, do I still need a will?
Is a “living will” the same as a living trust?
Are living trusts new?
Who should have a living trust?

Benefits of a living trust

Understanding Estate Taxes
Who has to pay estate taxes?
How is the net value of my state determined?
How can I reduce or eliminate my estate taxes?

1. Using both exemptions
2. Removing assets from your estate

Tax - Free Gifts
Irrevocable Life Insurance Trust (ILIT)
Qualified Personal Residence Trust (QPRT)
Grantor Retained Annuity Trust (GRAT)
and Grantor Retained Unitrust (GRUT)
Family Limited Partnership (FLP)
Charitable Remainder Trust (CRT)
Charitable Lead Trust (CLT)

3. Buying Life Insurance

* Member FINRA, SIPC and Registered Investment Adviser.

Premier Capital Management, Inc. :: (818) 888-4646