As a Ventura County estate planning law firm specializing in life insurance trusts, our firm commonly recieves questions about life insurance trust pros and cons. We have a team of experts with the legal knowledge to answer questions about the process of choosing a life insurance trust, and what the benefits of proper estate planning can be.
Our firm can provide expert legal services as estate planning attorneys. We are a Southern California based law firm in business since 1985. We specialize in life insurance trusts and estate planning matters.
To learn more about life insurance trusts, or if you would like a free consultation to learn if a life insurance trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.
What If I Believe Life Insurance Is Not The Greatest Investment?
We are not investment advisers. However, at a time early in our careers we thought permanent life insurance was a less than good investment. We now have completely changed our minds because of our experiences with clients. Because life insurance in an insurance trust pays out free of both income and estate taxes, it must be seriously considered as the best investment for many people as far as the net dollars in the end that will go to the heirs. This is something we would be glad to discuss with you.
Notwithstanding, we do not sell insurance. However, if you would like us to, we can refer you to life insurance advisers.
It is our privilege to guide clients through estate planning decisions
