Do you need an estate plan or living trust?

Do You Need an Estate Plan or Living Trust?12/4/2018

older woman with head on hands, smiling The majority of Americans have no plan in place to preserve, manage, and transfer their wealth upon death or incapacity. In California, if you die owning more than $150,000 in assets, whether you have a will or not, your estate could be subject to the costs and delays of probate.

With an Estate Plan you can:

Avoid the pitfalls of using joint ownership as a way to transfer property
Empower the right person to make decisions for you if there is a medical emergency
Avoid probate and federal estate taxes
Provide for minor children
Distribute your estate according to your wishes

MCCU members have access to discounted Estate Planning services, prepared by experienced attorneys. MCCU has partnered with Affinity Trusts to offer members a quality estate plan.

Join us for our next no-cost informational seminar or contact Affinity Trusts to set up a private consultation today!

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