Advertisement

  • Published Date

    October 19, 2019
    Learn More, Click Here.

Ad Text

RETIREMENT PLANNING With Rob Ryan RYAN WEALTH MANAGEMENT Chg Your C wITHSTANDING A CHALLENGE A"living trust"ensures that property will go directly to the deceased's inheritors without going through probate. One of the additional advantages of creating a living trust is that it is generally considered to be more difficult to successfully challenge a living trust than a will. The reason for this is that the trust creator's continuing involvement with a living trust (such as transferring property and making amendments) after its creation provides proof that the trustor was competent to manage his or her own aflairs. In order to challenge the validity of a trust it would have to be proven that the trust's creator was mentally incompetent or unduly influenced by someone, or that the trust was flawed. No matter the value of your estate, it is essential that you plan for what will happen to your assets after your death. When done correctly, a living trust can also assure a fast distribution of your assets, avoid unnecessary taxes and keep your wishes private as well. Regardless of your age or financial situation, being proactive about estate planning is something everyone should consider. At Ryan Wealth Management, we will work with our estate planning expert to develop a clear and well-drafted estate plan that can help limit your estate's tax liability avoid probate, and ensure that your assets will be distributed to your loved ones quickly and easily. Call to schedule a consultation. The primary reason for setting up a revocable (living) trust is to save families the time and expense involved with going through probate. To contact Rob Ryan: (530) 671-2100 retire@ryanwealth.com www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Opinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative ofering securities and advisory services throagh Reyal Alliance Associates, In., a registerad broker-dealer and registered investment advisor, Member FINRA, SIPC Additional advisory services, insurance and Estale Planning ofered through Ryan Wealth Management are independent of Reyal Alliance. Principal of Ryan Wealth Management, In. located at 463 Century Park Drive in Yuba City CA Insurance Lk, rocos959 RETIREMENT PLANNING With Rob Ryan RYAN WEALTH MANAGEMENT Chg Your C wITHSTANDING A CHALLENGE A"living trust"ensures that property will go directly to the deceased's inheritors without going through probate. One of the additional advantages of creating a living trust is that it is generally considered to be more difficult to successfully challenge a living trust than a will. The reason for this is that the trust creator's continuing involvement with a living trust (such as transferring property and making amendments) after its creation provides proof that the trustor was competent to manage his or her own aflairs. In order to challenge the validity of a trust it would have to be proven that the trust's creator was mentally incompetent or unduly influenced by someone, or that the trust was flawed. No matter the value of your estate, it is essential that you plan for what will happen to your assets after your death. When done correctly, a living trust can also assure a fast distribution of your assets, avoid unnecessary taxes and keep your wishes private as well. Regardless of your age or financial situation, being proactive about estate planning is something everyone should consider. At Ryan Wealth Management, we will work with our estate planning expert to develop a clear and well-drafted estate plan that can help limit your estate's tax liability avoid probate, and ensure that your assets will be distributed to your loved ones quickly and easily. Call to schedule a consultation. The primary reason for setting up a revocable (living) trust is to save families the time and expense involved with going through probate. To contact Rob Ryan: (530) 671-2100 retire@ryanwealth.com www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Opinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative ofering securities and advisory services throagh Reyal Alliance Associates, In., a registerad broker-dealer and registered investment advisor, Member FINRA, SIPC Additional advisory services, insurance and Estale Planning ofered through Ryan Wealth Management are independent of Reyal Alliance. Principal of Ryan Wealth Management, In. located at 463 Century Park Drive in Yuba City CA Insurance Lk, rocos959