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Is a Living Trust Right for Me?

Posted by Lizette Sundvick | Feb 11, 2019 | 0 Comments

What if you could control and protect your wealth while you were alive and well and have confidence that, in the event you become disabled, those you choose will have authority to take care of you and your family? And, what if you could intentionally transfer your values and assets after your death to whom you want, the way you want, when you want, while optimizing administrative costs and tax savings? You can do all of that and more with a Living Trust as the foundation of your Estate Plan. Have you wondered if a Living Trust is right for you? If you have a will, do you also need a Living Trust? Lizette B. Sundvick, Esq., founder of Sundvick Legacy Center, explains the benefits and differences so you can make educated decisions about your Estate Plan and ensure you leave your legacy by design, not by default.

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Glad To Have Met Her

“Lizette sees the entire playing field and gets clients to see the same field. She interprets client goals well, even though the clients may not voice them adequately, if at all. We feel that she uses her extensive knowledge and tailors it for clients to make their situation better. We are exceedingly glad to have met her.”
- The Harris Family