The American Republic
Protecting your legacy is important. There are predators out there who are more than willing to attack, with or without reason.
Although there are neither attorneys nor financial planners here (and we're legally prohibited from giving "legal" or "financial advice"), we CAN provide you with information to inform your choices.
More than a quarter century of experience in Estate Planning
We prepare documents commonly known as Living Trusts, and even Charitable Trusts.
Arzona's "official" name for this structure is "A-B Trust". The "minmum requirements" are established by law.
Declaration of Living Trust,
Exhibit A (property list, and
Exhibit B (beneficiary list).
Charitable Remainder Trust
Originally drafted by an attorney, this is an excellent way to ensure your legacy meets your goals. ALL of them.
We draft the Charitable Trust Document, including a donated property list.