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Living Trusts


A living trust is a legal document or arrangement created by an individual, the grantor, during their lifetime where a designated person, the trustee, is given the responsibility to protect that individual’s assets for the benefit of the beneficiary.

This is a tool to help family members and beneficiaries avoid a complex, and sometimes costly, probate process.

Our agents at Axim Financial Partners in Calabasas, California, can guide you to set up your Living Trust today.

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