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Frequently Asked Questions (FAQs)

What does it mean to have an estate plan?

The ability to give what you want to whom you want, in the way you want and when you want in the manner best for the beneficiaries.
The ability to leave meaningful instructions for your care ... and the care of your loved ones.
To have a plan that will give you complete control over your property ... during life and at death.
To reduce or eliminate exposure to estate taxation.
Financial and medical decisions can be made outside of probate court.

Why a loving trust?

There are multiple advantages to implementing a Loving Trust Plan instead of a "bare-bones trust". Bare-bones Trust plans do not leave meaningful instructions, and may not provide health care documents that protect you and your family in case of medical decisions. Often, assets are not properly titled to a bare bones trust because there is no follow-up or maintenance of the plan. The assets that are not held by the trust are fully probated, and the "plan" is essentially worthless.

A Loving Trust adds to the bare-bones living trust and puts in loving instructions, reflecting your hopes, fears, dreams and values. The Loving Trust is prepared by an attorney with special training in estate planning and you can be assured that your plan, when effectively maintained, will protect your assets from probate.

The Loving Trust is also private, confidential, and difficult to challenge. Having a Loving Trust means that your property is always controlled by your instructions and that up to $3,000,000 (per couple) will pass to your loved ones estate tax free.

The Loving Trust goal is to care for your loved ones as if you were still here ... with your resources, your love, and your wisdom.

"Create the Ultimate Legacy"

A Loving Trust estate plan is a revocable living trust-centered estate plan that contains your special instructions for your own care and that of your loved ones. These instructions are what distinguish Loving Trust estate planning from traditional wills and bare-bones living trusts.

A Loving Trust plan contains other documents which assure your planning needs are totally met. Loving Trust planning is thorough, easy to create, change and control. It allows you to give what you have to whom you want, the way you want and when you want, while saving tax dollars and probate costs. It's the very essence of what constitutes good estate planning.