Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
Why You Need It! About a week ago a colleague of mine asked for an article to give to his clients explaining why they should come to me and set up an estate plan. With the very appreciated help of my assistant we came up with the following: Why Do You Need a Revocable Living…
DetailsSome Common Purposes for Creating a Trust: 1. Privacy. Trusts may be created purely for privacy. The terms of a will are public and the terms of a trust are not. In some families this alone makes use of trusts ideal. 2. Spendthrift Protection. Trusts may be used to protect beneficiaries (for example, one’s children)…
DetailsWhy do you need a living trust? A Living Trust is a contract between you and your heirs in which you specify what you want done with your assets after your death. You can change the terms of this contract at any time while you are living and you maintain complete control over your assets.…
DetailsBetter to Give Than to Receive For those of you with children, you know there is nothing better than giving your child a gift and seeing their face light up. Having a comprehensive estate plan is place making sure your family is provided for is one of the best gifts you can give your children.…
DetailsEstate Planning and Beyond When a client comes to me for a typical estate plan, it almost inevitably ends up being anything but typical. Each client has their own lists of wants – a retirement time-line, vacation plans, medical issues and other financial needs. While I leave the financial planning to the professionals (I am…
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