Toll Free: 1 (844) Hoi-John (464-5646)
 
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Tax & Financial Services
Insurance Broker/Agent
35 years of experience
License No. 0649378 Since 1982

14541 Brookhurst Street, Ste. C-1
Westminster, CA 92683
  Phone: (714) 531-3637
  Mobile: (714) 553-2404
  Fax: (714) 531-3633
  Email: johnlpham@yahoo.com

 
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LIVING TRUST
IF YOU OWN A HOUSE IN CALIFORNIA YOU MUST HAVE A LIVING TRUST!
Control Your Estate with Confidence and Peace of Mind.
 
THREE ESTATE PLANNING OPTIONS:
1. NO WILL OR TRUST. 60% of the people who die in California have no will or trust and they leave a mess for their family members to clean up.
2. LEAVE A WILL. Wills must be filled for probate and creditors may have up to twelve months to file a claim. The minimum probate fee is 3% of the market value of the estate. e.g. $500,000 house equal a $15,000 probate fee. Wills are also a matter of public records.
3. CREATE A LIVING TRUST. Avoid both probate fees and probate procedure, also trusts are not a matter of public records and your information remain confidential allowing a simple transfer of your assets to your heirs without the need of an attorney.
 
Our Living Trust includes a Living Will and Durable Power of Attorney and A&B Trust Provision for Married Couples and there is No Charge or Cost to Make Future Changes.
If you have an old trust that needs to be amended or revised to bring it up to date. We can update and reinstate your old trust.
If you are planning a trip in the next ninety days. Don't leave home unless you have a will and trust. We can have your declaration of trust before you leave.
 
Have your trust prepared by an attorney who is exclusively specializing in Estate Planning.
Call 1-714-531-3637
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