Frequent Issues - Affordable Trusts

(408) 741-1627

Frequent Issuesadmin2025-06-13T14:53:28+00:00

Frequent Issues & Topics When Completing A Trust

Why A Living Trust Is The Only Intelligent Choice!

Click here for our comprehensive, step-by-step videos on Why a Living Trust is The Only Intelligent Choice.

Living Trust Pricing & What's Included

Click here for pricing and what is included in our living trust package.

Our Living Trust Documents Explained One-by-One

Click here for a thorough explanation and walk-through of each of our trust documents; what’s included, and why!

Suggested Approaches & Strategies With Living Trusts

Click here to learn some of our suggested approaches and strategies when establishing a living trust.

Problems of Joint Tenancy & Other Probate Avoidance Techniques

Click here to learn the negatives of Joint Tenancy and other Probate avoidance techniques and how they typically result in lost tax advantages and liability exposure!

Beware of Trust Scams & Illegal Operations

Click here to learn how to identify the many cleverly disguised illegal and illicit operations selling living trusts under no obligation of confidentiality.

How To & The Importance Of Titling Assets In Your Trust

Click here to learn about “The Vital Importance of Titling Your Assets In The Name of Your Trust” (the very key to trust functionality).

Health Care & Medical Directives / Living Wills

Click here to learn about the vital importance of the Advanced Health Care Directive that we include in our trust package which replaces both the Living Will and Durable Power of Attorney for Health Care.

Frequent Issues & Topics When You Already Have A Trust

How To & The Importance Of Titling Assets In Your Trust

Click here to learn about “The Vital Importance of Titling Your Assets In The Name of Your Trust” (the very key to trust functionality).

Titling New & Refinanced Real Estate In Your Trust

Click Here To Access the Page for Downloading Our Deed Request Packet For Initiating A Trust Transfer Deed For Transferring and Titling New or Refinanced Property Into or Back Into Your Living Trust and for an overview of the rules, guidelines and precautions in regards to real estate property and living trusts.

Amendments, Reviews & Changes

Click here to learn about making changes (amendments) to your living trust.

When Someone Dies or Is Dying

Affordable Trust Settlement Guidance

Click here to learn about Affordable Trust Settlement Guidance and why you should never mindlessly pay high legal fees to settle a trust!

Granting or Obtaining Signature Power (DPA’s etc.)

Click here to learn about the proper way for granting or obtaining signature power and the difference between a power of attorney vs. an appointment of co-trustee.

Professional Resources

Click here for or listings of professional resources (attorneys, financial professionals, realtors, brokers, appraisers, notaries, etc).

Why, When & How Often To Review & Update A Trust

Click here to learn why, when, and how often to update a living trust!

Warning To Those With An AB Trust -- An Outdated Tax Concept

Click here to learn why because of new laws most no longer need or want an AB trust. If you have a married living trust it is very important to review it for this issue or you or your spouse may be needlessly stuck with burdensome restrictions you no longer want or need!

Health Care / Medical Directives / Living Wills

Click here to learn about the vital importance of the Advance Health Care Directive which replaces both the Living Will and Durable Power of Attorney for Health Care.

Trust Copies & Originals

Click here to learn about who keeps the original trust documents as well as how to and who can obtain trust copies.

Confidentiality Issues & Policies

Click here to learn about why as a law office, regardless of the intentions, situation, or circumstances, we are strictly bound by the laws and rules of confidentiality.

Critical Trust Issues Arising In Divorce & Marriage

Law Offices of Affordable Living Trusts
14567 Big Basin Way; Ste. A1
Saratoga, CA 95070-6039

(408) 741-1627 tel.
(408) 519-6462 Fax
trustoffices@gmail.com

30+ Years of Service

Since 1988 our law office has been delivering quality, reasonably priced living trusts serving thousands of satisfied clients. Let us help you complete your trust today.

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