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ESTATE PLANNING:

California Living Trust:

  • Single Living Trust Package – A California Single Living Trust is for unmarried individuals with a total estate value over $100,000 USD. A Living Trust is essential in California to avoid probate proceedings when you pass. Package includes Living Trust, Pour Over Will, Power of Attorney for Financial Decisions and an Advanced Healthcare Directive.

  • Joint Living Trust Package – A California Joint Living Trust is for  married couples with a total estate value over $100,000 USD. A Living Trust is essential in California to avoid probate proceedings when you pass. Package includes Living Trust, Pour Over Will, Power of Attorney for Financial Decisions and an Advanced Healthcare Directive for each spouse.

California Wills:

  • Last Will & Testament – A California Last Will & Testament is good for individuals who have estates under $150,000 USD in value. There are no joint wills, so married couples must each have their own. A Last Will designates who should receive your estate so there is no mistake as to your wishes.

 

California Property Transfers:

  • Trust Transfer or Quitclaim Deed – A California Trust Transfer allows you to title your real property into the name of your Living Trust to avoid probate. A Quitclaim Deed similarly transfers your property into the name of a person or entity you choose.

Offshore Trusts:

  • There are many reasons why someone might want to open an offshore trust. Shielding your assets works by creating an "extra layer of protection" around your wealth. Whether a Trust is being used for Family Planning, Lawsuit Protection, or Tax Planning, and Offshore Trust will give you better asset security, tax savings, and will increase your capacity to invest in foreign markets. 

  • Offshore Asset Protection Trusts offering some of the following benefits (but are not limited to):

    • Financial Privacy​

    • Protection of Wealth

    • Statute of Limitation

    • Protection from Foreign Court Rulings

    • Family Planning

    • Tax Planning

  • While there are a number of Offshore Trust destinations, the three most popular Offshore Trust formation destinations are (we have working knowledge of all three):

    • Cook Islands Trust - the World's Best Foreign Asset Protection Structure to Safeguard assets. ​

    • Nevis Trust - often considered "the next best thing" to the Cook Islands Trust

    • Belize Trust - has been an industry-standard for many years. 

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Steve Muehler:

1055 West 7th Street

Los Angeles, California 90017

Phone: (310) 779-7226

Email: Steve@SteveMuehler.com

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