Santos Tax Service

🏡 Own a property with other individuals?

What a Living Trust can do:

✔️ Protect your inheritance✔️ Break the joint tenancy✔️ Keep your wishes in place✔️ Help avoid probate✔️ Protect your family’s future

Ask us about creating your Living Trust

Nobody talks about the emotional cost of probate.

It’s grieving while dealing with legal deadlines.
It’s sleepless nights.
Stress.
Uncertainty.
And waiting months, sometimes years, for answers.

And in many cases, the estate loses money through court costs, attorney fees, and delays that could have been avoided.

This is why proper planning matters. A comprehensive living trust helps families avoid unnecessary court involvement and provides clarity when they need it most.

Protect what you built

Call me.

Too many business owners want the tax benefits of an S Corporation without following the rules that come with it.

You cannot skip payroll, avoid reasonable compensation, and expect the IRS not to notice. Proper structure matters.

This is why tax planning and compliance go hand in hand.

➡️WHO NEEDS A LIVING TRUST?!👩‍⚖️🫵
If you own a home, you need a living trust.

If you have children, you need a living trust.

If you want to avoid probate, delays, and court involvement, you need a living trust.

If you want to control how your assets are distributed, you need a living trust.

They’re not telling you this! Pay yourself First!!

Learn to Retire wealthy. Pay yourself first.

Today I worked with a high income wage earner who thought she was already doing everything right. After reviewing her numbers, we identified several overlooked deductions and restructured her retirement contributions to lower her tax liability for this year.

Strategic planning is what makes the difference. Filing a return is one thing. Building a plan is another.

Call me. Your future is my business.

Today I guided a client through restructuring her retirement contributions after reviewing her situation.

I recently met with a woman to start her living trust. She owns property in multiple states and was worried it would be a problem because her deceased husband was still listed on one of the deeds.

I assured her it wasn’t. We completed the necessary forms to transfer the property into her name, and once that was done, we were able to properly transfer the deed into her trust.

Now her family no longer has to worry about lengthy court battles, delays, or unnecessary capital gains tax issues. Everything is structured correctly and protected.

Call me. Your future is my business.

Did your parents add one of your siblings to the title of their home to refinance or for another reason? You need to hear this.

Depending on how the title is worded, that sibling may legally keep the entire property if your parents pass away. That can happen even if your parents intended the home to be shared equally. The wording on the title matters more than verbal promises
I’ve seen families blindsided by this. One decision made for convenience ends up leaving other siblings with nothing.

This is not something you want to guess on. A review of the title and proper planning can make all the difference.

Schedule an appointment and let’s review your situation so your family is protected and everyone’s intentions are clear.