844-79-TRUST
The benefits of a living trust include
We owe it to ourselves and those we love to plan ahead
Avoid probate and plan for periods of incapacitation
Transferring assets to a revocable living trust will avoid the high cost of probate and help protect you during periods of incapacitation.
Protect children and grandchidlren
Protect the inheritance going to certain beneficiaries by leaving their inheritance in a trust which can be managed for their benefit by a trustee.
Reduce estate taxes and much more
Trusts can be used for a variety of purposes of purposes including reducing estate taxes, special needs planning, or even Medicaid planning.
Complete estate plans for an affordable flat-fee
For clients with simple estates that have less than $4,000,000 in assets, we offer our flat fee estate planning packages. Clients who select this option will complete an online questionnaire and then meet with an attorney to execute the documents and discuss "funding' the trust. For clients with more than $4,000,000 in assets, or anyone with more complex estate planning needs, please CLICK HERE.
Complete Plan for an Individual
Includes the following:
Revocable Living Trust
Pour-Over Will
Power of Attorney for Healthcare
Power of Attorney for Property
In addition to the documents above, clients will meet with an attorney to properly execute the documents and then discuss how to "fund" the living trust both now and in the future.
$1,795 (plus recording fees)
Complete Plan for a Couple
Includes the following:
Joint Revocable Living Trust
2 Pour-Over Wills
2 Powers of Attorney for Healthcare
2 Powers of Attorney for Property
In addition to the documents above, clients will meet with an attorney to properly execute the documents and then discuss how to "fund" the living trust both now and in the future.
$1,995 (plus recording fees)
Looking for documents only? CLICK HERE to learn more.
Meet our founder
I am Attorney and Certified Financial Planner, Marc Gugliuzza, and I am passionate about wealth formation and estate planning. We all need to plan for the future and the time to start is now! Failing to plan can end up costing you and your family thousands of dollars and create frustration and confusion for those you love. In my nearly 20 years of legal practice, I found that for most people estate planning is easy. They essentially need standard forms customized to their needs and then expert advice on how to use the documents. For these clients, I founded AvoidProbate, LLC which is a document services company that works closely with a local law firm when needed. AvoidProbate offers flat fee estate plans that allow you to add attorney assistance (for a fee) when needed. For other clients, estate planning is much more complicated either because of the size of the estate or because of the unique nature of the assets and/or beneficiaries. For these clients, I founded Gugliuzza Law, P.C. which is a full-service law firm offering straightforward and honest hourly billing. To help determine which option is best for you, please click here or give us a call at 708-497-6294 opt. 1 to schedule your AvoidProbate review call.
