Protecting Assets & Family

Wills and Trust – Are essential to any Family and Business Portfolio

Wills

A will or testament is a legal document that expresses a person’s wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution. 

Trust

A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers a property upon the second party for the benefit of the third party, the beneficiary. A testamentary trust is created by a will and arises after the death of the settlor.

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    Riverside, CA 92507

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