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The Multigenerational Trust

Our Free Pamphlet Introduces the Benefits of Creating a Multigenerational Trust

You have worked very hard over a lifetime for the money you have, and your dream has always been to leave that money to your children and, with any luck, to their children after them. This is your legacy and you want your offspring to have as much of it as possible. How can you ensure that their inheritance will go to them and not to their creditors or ex-spouses? A multi-generational trust may be your answer.

Request a copy of our free pamphlet, The Multi-generational trust, now to start learning more about this exciting new tool. The pamphlet will explain in greater deal how amending your existing living trust with a Multi-generational trust, also known as a beneficiary protection trust, will do the following:

  • Protect the inheritance from creditors
  • Protect the inheritance from spouses
  • Allow the inheritance to stay in the family for many generations to come

A Multi-generational trust will ensure that your beneficiaries have access to their inheritance while protecting it from anyone else with a claim on their property or assets.

Sound too good to be true? Read the pamphlet, then give the attorneys at James F. Roberts & Associates a call at (866) 590-0886 to start planning now.

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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.