Planning for the future is crucial for your peace of mind and the well-being of your loved ones. At David Pasos World Financial Group, we provide comprehensive financial services to help you. We ensure that your estate will be handled according to your wishes.
Estate planning is an essential aspect of managing your finances. It ensures that your assets are protected for the future. A Will and Trust are two legal documents that can help secure your family's financial stability after you're gone.
Here’s why having a Will and Trust is essential:
At David Pasos World Financial Group, we offer personalized services tailored to our clients' needs. Our financial advisors will work closely with you to ensure your documents accurately reflect your wishes and goals. Here's what our services include:
A Will is a legal document. This document outlines your wishes regarding distributing your assets and caring for any minor children. Our services include:
Trusts offer more flexibility and control over your assets. They can be used with a Will to provide a comprehensive estate plan. Our services include:
Our estate planning consultation gives you a clear understanding of your options. It helps you make informed decisions. We will:
A Will is a document that specifies how your assets will be distributed after your death. It also allows you to appoint guardians for minor children.
A Trust is a legal arrangement that allows a third party, or trustee, to hold and manage assets on behalf of beneficiaries. Trusts can offer more control over when and how your assets are distributed and help avoid probate.
You should review and update your Will and Trust every 3-5 years or after any significant life event, such as
To ensure your Will is legally binding, it should be
While both documents serve to manage your assets, having both can provide a more comprehensive estate plan. A Will can cover any assets not included in a Trust and specify guardians for minor children. A Trust can offer more control and flexibility over asset distribution.
A Revocable Living Trust can be changed or revoked at anytime during your lifetime. However, an Irrevocable Trust generally cannot be altered once established.
Taking the first step towards securing your legacy is simple. Here’s how to get started:
Schedule a Consultation:
Contact us to schedule a free, no-obligation consultation.
Discuss Your Needs:
We’ll discuss your financial goals and estate planning needs.
Create Your Plan:
Our finance experts will help you draft a Will and set up any necessary Trusts.
Review and Update:
We’ll provide ongoing support to review and update your plan as needed.
Contact us today to schedule a consultation and learn more about our services. We can assist you in creating a solid estate plan that aligns with your needs.
