Whether you’ve recently purchased or refinanced your home or inherited real property, Vanguard can ensure your property is properly held inside your Trust.
When a Trust is created, all real property must be held inside the Trust to avoid a Probate.
This is especially important if you own property in multiple states, as each state would have its own Probate court.
Unsure if your property is correctly titled?
We also perform property research to confirm whether or not your property is correctly titled. Improperly titled real estate is the most common cause of Probate.
Are you holding property in Joint Tenancy outside of your Trust?
Click HERE to read about the tax consequences of Joint Tenancy and the dangers of holding your property in such an arrangement.
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Whether you need a Trust, Power of Attorney, or guidance on your Estate Plan, we’re here to help!
Use the form to tell us about your needs, and we’ll provide guidance you’re looking for.
