Secure Your Family’s Future with a Living Trust
Avoid Probate, Reduce Stress, and Gain Peace of Mind
What Happens Without a Living Trust?
- Probate Delays – Your loved ones may wait months or years to access your assets.
- Higher Legal Costs – Court fees, attorney costs, and other expenses reduce the value of your estate.
- The State Decides – Without a trust, the state will determine how your assets are distributed, possibly against your wishes.
- Family Disputes – Without clear instructions, disagreements among heirs can arise, leading to conflicts and legal battles.
A Living Trust ensures your assets go where you want, without court delays or unnecessary costs. It provides a clear plan for your estate, helping your loved ones avoid confusion, legal battles, and financial strain during an already difficult time.
Why a Living Trust?
Avoids Probate
Keep your family out of court and save time. Probate can take months or even years, delaying access to your assets.
Stay in Control
Decide who gets what and when. A trust allows you to set conditions for distribution, ensuring financial security for your heirs.
Keep It Private
Unlike a will, a trust is not public, so your estate details remain confidential.
Save on Legal Fees
Reduce unnecessary expenses associated with probate and court proceedings.
Plan for Incapacity
A Living Trust allows you to appoint someone you trust to manage your assets if you become unable to do so.
Smooth Transition
Your family can avoid delays, legal challenges, and confusion, ensuring a seamless transfer of assets without unnecessary stress.
Did you know?
A Living Trust can be designed to benefit multiple generations? By setting up a dynasty trust, your assets can be passed down to children, grandchildren, and even great-grandchildren while minimizing estate taxes and protecting wealth from creditors. This means your family’s financial security can last for decades, ensuring that your hard work benefits those who come after you.
Living Trust Vs Will
| Feature | Living Trust | Will |
|---|---|---|
| Avoids Probate | ✅ Yes | ❌ No |
| Controls Asset Distribution | ✅ Yes | ❌ No |
| Keeps Affairs Private | ✅ Yes | ❌ No |
| Reduces Legal Fees & Taxes | ✅ Yes | ❌ No |
| Effective Immediately | ✅ Yes | ❌ No |
| Protects in Case of Incapacity | ✅ Yes | ❌ No |
Get to know our trusted managing partner.
Managing Partner
Jose Hernandez-Gomez, CFS®,CAS®,CTS™,CES™
Planning your financial future can feel overwhelming, but you don’t have to do it alone. With over a decade of experience in financial and estate planning, tax strategies, investments, and insurance, Mr. Gomez is here to help you take control of your money and secure your future.
As the Managing Partner at Capital Pensions and Insurance Solutions, he believes that everyone deserves financial clarity—whether you’re planning for retirement, building wealth, or protecting your family’s legacy. He takes a personalized approach, knowing that every financial situation is unique and requires a tailored strategy.
Why Work with Mr. Gomez?
✅ Experienced & Knowledgeable – Over 10 years guiding individuals and families to financial success.
✅ Educator & Advocate – Passionate about making financial concepts easy to understand.
✅ Bilingual & Community-Focused – A proud advocate in the Latino community, regularly featured on Telemundo and Univision sharing expert financial insights.
✅ Comprehensive Approach – From estate planning to tax strategies, he ensures your financial puzzle fits together seamlessly.
With a background in law and finance, Mr. Gomez has a deep understanding of the legal side of estate planning, giving his clients an extra layer of confidence when making financial decisions.
Take the First Step and Contact Us Today!
Quick and simple! Jose Hernandez -Gomez CES™ CTS™ CFS® CAS® CIS™ will walk you through the process and answer any questions.
