Trust + Estate
Law Firm
A new kind of law firm; focused on helping you through a challenging and confusing process.
According to a survey conducted by a financial firm, D.A. Davidson & Co, quoted in an AARP online article, about 2/3 of American adults do not have an estate plan in place, and almost half of them list time constraints as one of the reasons for not following through with an estate plan. (https://www.aarp.org/money/investing/info-2023/estate-plan-mistakes.html).
“Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you might think.”
-Suze Orman
Let me help you with this process and make it simpler by answering your questions and helping craft a plan that fits your needs. I bring extensive experience and professionalism to every case and customize my support to your individual needs and concerns.
Contact Us
4100 W Alameda Ave, Suite 300
Burbank, CA 91505
info@cordalaw.com
(818) 940-3711
Trust and Estate
Wills
A will is like a “letter” directing your executor to distribute assets to certain people. Wills can come in different forms; they can be statutory, handwritten, or drafted by an attorney. A pour-over will is a type of will that transfers assets remaining in your estate at the time of death into a special trust. Please be advised that each type of will is subject to particular statutory rules and limitations. Contact an attorney before taking on any type of will.
Trusts
In the simplest terms, a trust is a fiduciary relationship between the creator of the trust and a trustee, a person that holds property or assets for a beneficiary. This entity holds property in charge of a fiduciary with particular rights and powers. A common and effective type of trust is a living trust. This type of trust allows the owner to retain powers and control over the assets assigned to it, but with the benefit of avoiding Probate at the time of death.
“Always plan ahead. It wasn’t raining when Noah built the ark.”
- Richard Cushing
Get in Touch
If you have any questions or want to inquire about our free consultation, please contact us using the link below.