Toll Free: 1 (844) Hoi-John (464-5646)
 
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Tax & Financial Services
Insurance Broker/Agent
36 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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