Legal Question in Wills and Trusts in California

My name is Edgardo Cruz, my wife's name Elisa Cruz we live at 170 Plumas Court San Bruno CA 9406 our phone number is 650-589-5300 my email is edgardocruz@msn .com we own our house valued 1.5 million we have 2 married daughters, 5 grandchildren, our personal property is valued at approximately $ 20,000.00 recently I read an article about Suze Orman it looks very tenting and convincible before I purchase this course I want to make sure I doing the right decision, my age is 83 and my wife's is 82 we are in Social Security benefits our income is very low, please advice me what todo, Sincerely Edgardo Cruz


Asked on 12/15/18, 3:09 pm

1 Answer from Attorneys

A Suze Orman trust might work out ok but it won't be known until after death. The problem is if it's done wrong the costs to your family can be staggering! I strongly encourage you to find an experienced estate planning attorney, in your area, and get this work done right. I have personally reviewed a Suze Orman trust, just recently, and I was not impressed. Good luck to you!

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Answered on 12/15/18, 3:12 pm


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