What Is A Trust?
Trusts have been used for centuries to avoid problems associated with owning property in one's name upon death or incapacity.
Who should use a Trust ?
Every case is different, but in general terms, if your estate is large enough when you die, you have an "estate planning problem" - namely Probate - whether you have a Will or not!
The Truth about Estate Planning
Truth is, most of us simply aren’t motivated to begin the planning process. Why? Because it deals with death, disability and other issues we might prefer to avoid. We’re only human!
Whitepapers & multimedia
Whitepapers - 5 RLTs About Revocable Living Trusts [pdf] ILITs About Irrevocable Living Trusts [pdf] CRTs About Charitable RemainderTrusts [pdf]
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TESTIMONIALS
I consider Warner to be a close friend and trusted associate who places helping and caring for others ahead of his own needs. Warner is a very outgoing person who attracts quality people to Life Planning Group.
Terry W.
Phoenix, AZ
LPG handled our Life Plan with extreme integrity, competence and professionalism. Their compassion in helping protect our family’s financial future was unbeatable. I recommend LPG to my friends, family and clients.
Lisa E.
Phoenix, AZ
If you have not completed your family’s will and trust, please do not wait. Warner is the man you need to talk to before you go anywhere else. Thanks again Warner!
Patrick C.
Phoenix, AZ
My LPA was knowledgeable, thorough, detail-oriented and reliable. He inspired my trust by being approachable and worked with utmost integrity. His friendly, relaxed approach and his ability to explain everything was great.
Rebecca W.
Scottsdale, AZ