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Dear Craig,
I received this call from a trust consulting firm and said that if the husband or I died, the government will take 50% from the real estate. I do not hear about trusts or taxes if someone dies. We are coming from overseas ten years ago and planning to stay in this country. Is it true that the consulting company taught me? If yes, will it apply in our case? "
Wow, this is exactly the type of behavior subject to a class action lawsuit filed in California recently by California lawyers of nurse reform (CANHR) and the Aging Institute (IOA).
They found companies that use intimidation strategies against the elderly, free consultation and free living trust seminars to obtain information on senior finance and inappropriate finances, pensions, life It is a company that sells insurance products.
Most of you know my belief in your revocable life trust and real estate planning.
Having a good real estate planning lawyer is like having a good family doctor. Someone can trust and believe. There are people who feel confident that they will disclose your intimate finances and family details to you and maintain your trust.
Why do not you have a license and do you believe in a "consultant" that is not regulated? How do you know your qualifications and training? Do they have medical malpractice insurance?
I was once asked to review the real estate plan prepared by the consultant (which was then closed by the state) and the revocable living credit. This person is very incompetent, a revocable living trust, a durable general authority for health care, a durable general power of attorney for financial decisions, materials. It was very bad and laughing. Exception for those who handed over $ 1000 or more to this consultant for garbage.
watch out. There are a lot of sharks.
Good luck and next time,
Phil Craig
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