RETIREMENT PLANNING With Rob Ryan ZRYAN WEALTH MANAGEMENT Cary Ye Ca 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 affairs. 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 retirearyanwealth.com | www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Òpinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative offering secarities and advisory servikes threugh Reyal Alliance Associates, Inc., a registered broker-dealer and registered ievestment advisor, Member FINRA, SIPC. Aditional advisory services, insurance and Estate Planning ofered throwgh Ryan Wealth Management are independent of Royal Alliance. Principal of Ryan Wealth Management, Inc. located at 463 Cntury Park Drive in Yuba City. CA Insurance Lik. rOCO5959 RETIREMENT PLANNING With Rob Ryan ZRYAN WEALTH MANAGEMENT Cary Ye Ca 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 affairs. 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 retirearyanwealth.com | www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Òpinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative offering secarities and advisory servikes threugh Reyal Alliance Associates, Inc., a registered broker-dealer and registered ievestment advisor, Member FINRA, SIPC. Aditional advisory services, insurance and Estate Planning ofered throwgh Ryan Wealth Management are independent of Royal Alliance. Principal of Ryan Wealth Management, Inc. located at 463 Cntury Park Drive in Yuba City. CA Insurance Lik. rOCO5959