Limited time Offer: Full Package Living Trust starting at $499
Special Offer: Get Full Package Living Trust at $499 & Receive No Charge for All Notarization at Our Office
Living Trust Is About Living Benefits; Not Only Death Benefits.
Secure Your Financial Future Through
Effective Transfer to Trust services & Estate Planning
Eliminate uncertainties and protect your assets through financial and estate planning. Figuring out where to start can be overwhelming, so start with finding a team you can trust. At CaMu, we put your best interests in mind to help you build a strong financial future. Get in touch with us for more information about the services we offer.
Proven Track Record of Success
Since 2006, our mission has been to empower and educate people to make confident and informed decisions regarding their estate.
We have over 6 years of industry experience, making us qualified to handle the complex estate, trust, and financial matters.
Experienced Fiduciary Advisors
Competitive Approach
We have an objective and transparent approach to providing personalized services. This proven method lets us guide clients while helping them achieve their goals.
Our Services
Full Package Living Trust
Living Trust Restatement
Transfer to Trust
Online Legal Document Services
Health Care Directive
Power of Attorneys
Trust Fiduciary and Financial Services
Contact us to learn more about the services available.
A living trust is a document, which details various assets. It appoints a representative to handle these assets for the best interests of the trust’s beneficiary.
A living trust lets you control your assets, including your money and property, while you are still alive and have it distributed to people and organizations you choose at your demise. It helps you avoid probate, which is a court process that would otherwise have to step in and administer the distribution of your assets.
Choosing between irrevocable and revocable trust depends on which you want to prioritize. While a revocable trust enables you to be flexible and control the estate since the terms can be modified, amended, or revoked, an irrevocable trust is the exact opposite. It cannot be changed or terminated without the permission of the grantor or beneficiaries and in specific unique situations.
Although it cannot be modified, an irrevocable trust can be beneficial in certain cases. For instance, larger estates may benefit from it because it can shelter them from estate and gift tax. In addition, it can be a beneficiary of a life insurance policy.
A revocable trust is a simple way to protect your assets and beneficiaries while avoiding probate and assuring privacy. This means the court does not get involved in distributing your assets. You also have complete control of updating your trust when you have significant life changes. Additionally, it lets you maintain control over your assets.
