Each case is different, but here is a simple test
to see if a
Living Trust may be recommended for you.
| Score | ||||
| Your Age | Under 40 |
40 - 60 |
Over 60 |
|
| Size of your estate, including life insurance. | Under $100.000 |
$100,000 - $500,000 |
Over $500,000 |
|
| Do you own securities? | No |
Yes |
|
|
| Number of states in which you own real property. | None |
One |
2 or more |
|
| Is privacy important to you? | No |
Yes |
|
|
| Is avoiding Conservatorship important to you? | No |
Yes |
|
|
| If married, is combined estate over $600,000? | No |
Yes |
|
|
Scoring |
Total Points |
|||
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