A Living Trust is designed to help you and your family in three main ways.
First, any assets held by your trust can go to your family or other beneficiaries without going through Probate; saving time and money.
Second, the trustee can assist you with numerous financial responsibilities. For example;
bill paying, tax filing, health insurance claim processing and real estate maintenance.
Third, your trustee, working closely with Oakleaf Financial Services, can help you manage your investment portfolio.