A Revocable Living Trust is a legal entity that holds ownership of your assets while allowing you, the grantor, to maintain full control during your lifetime. As its name suggests, this type of trust can be altered, amended, or even revoked entirely at any time, offering flexibility as your life circumstances evolve.
Upon your death, the assets held within the trust pass directly to your named beneficiaries without the delays, expenses, or public exposure associated with probate court. This private transfer of assets ensures that your wishes are carried out efficiently and discreetly.
At OMNI 360 Advisors, we highlight the many advantages that a properly structured Revocable Living Trust can offer:
A Revocable Living Trust is a smart choice for individuals and families who:
If any of these situations apply to you, OMNI 360 Advisors can help determine if a Revocable Living Trust fits into your broader estate plan.
We take a comprehensive, integrated approach to estate planning. When you work with OMNI 360 Advisors, you gain access to a team of specialists who collaborate to design a trust strategy that not only meets your personal wishes but also supports your financial, legal, and tax objectives.
Our Revocable Living Trust services include:
Creating a Revocable Living Trust is only the first part of the process. To be effective, your assets must be transferred (or “funded”) into the trust. This includes:
At OMNI 360 Advisors, we provide detailed instructions and hands-on support to ensure that your trust is fully funded, maximizing its benefits and protecting your assets as intended.
While both a will and a Revocable Living Trust allow you to direct how your assets are distributed after your death, there are key differences:
Many clients choose to use a “pour-over will” in conjunction with their trust. This simple backup will direct any assets inadvertently left outside the trust to “pour over” into it upon death, ensuring comprehensive coverage.
At OMNI 360 Advisors, we often encounter misconceptions that deter individuals from setting up a trust. Let’s clear up a few:
Setting up a Revocable Living Trust is one of the most important steps you can take to secure your family’s future and achieve lasting peace of mind. At OMNI 360 Advisors, we make the process clear, accessible, and customized to you.
Our holistic approach ensures that your trust is not just a standalone document but a fully integrated part of your broader wealth management and estate planning strategy.
Contact us today at (609) 452-0889 for a confidential consultation. Together, we’ll design a plan that gives you control, security, and confidence for the future.
How we do business – ADV Part 3 – CRS (Please see attached document)
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