Living Trusts and Estate Planning

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 $61,500 in real property and $184,500 in real and personal property, whether you have a Will or not, your estate could be subject to the costs, delays, and publicity of probate.

A logix representative can help you:

• Avoid the pitfalls of using joint ownership as a way to transfer property
• Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation
• Nominate guardians and provide for minor children
• Distribute assets according to your wishes
• Establish a Living Trust to avoid probate

Exclusive Member Benefits

As a Logix member, you receive exclusive access to free consultations and discounted rates on trust and estate services. Our Legacy Loan program helps finance the upfront costs of setting up a trust, making it easier to start now.

*plus $25 title search

Join Our Webinars

Stay informed and confident about your decisions by attending our free webinars. Hosted by seasoned experts, these sessions provide valuable insights into estate planning and the benefits of setting up trusts.

Schedule a Consultation

It's never too early or too late to plan for the future. Contact us to schedule a free consultation and learn how we can help you set up a plan that meets your specific needs. Ensure your legacy is protected with Logix and Affinity Trusts.

For any questions, contact Natalie Spiwak of Affinity Trusts, call 310-882-6537, ext. 101, or email [email protected].