The clock is ticking. In 2026, the federal estate tax exemption is being cut in half, putting California families at risk of losing their legacy to estate taxes and court delays.
If your home, savings, or business are worth more than $6 million, your family could lose 40% of your estate to taxes.
But there’s good news: A Living Trust can protect everything you’ve worked for.
📩 Schedule: ASSET FUNDING SERVICE
📱 Call or Text: (951) 708-6683
📰 What’s Changing in 2026?
In 2017, the Tax Cuts and Jobs Act temporarily increased the federal estate tax exemption to over $12.9 million per person.
Starting January 1, 2026, that exemption is expected to drop to around $6.4 million (adjusted for inflation).
That means:
- Estates over that amount may be taxed up to 40%
- Assets not in a trust will go through California probate
- Even average homeowners could be impacted — especially in California
🔐 Why a Living Trust Beats a Will
A Will:
- Requires court probate
- Becomes public record
- Does not shield your estate from estate taxes
A Living Trust:
- Avoids probate
- Transfers assets privately and quickly
- Protects your home, accounts, and family
- Lets you stay in full control while alive
- Reduces or avoids estate taxes if done correctly
🏠 Who Needs a Living Trust in 2025?
If you meet any of the following, now is the time to act:
✅ Own real estate in California
✅ Have $500K+ in property, accounts, or investments
✅ Are a business owner
✅ Want to leave assets to heirs without court
✅ Don’t want the IRS or creditors taking part of your estate
💼 What’s “Funding a Trust” — And Why It Matters
Setting up a trust is just the first step. You must also transfer (or “fund”) the trust with your:
- 🏠 Real estate (home, land, income property)
- 💳 Bank accounts and savings
- 📈 Stocks, investments, crypto
- 🚗 Vehicles, boats, business assets
At GLNotary, we guide you through:
✔️ Deed transfers into the trust
✔️ DMV title transfers
✔️ Trust bank certification forms
✔️ Mobile notarization + support
🧭 Don’t Wait Until 2026 — Secure Your Legacy Today
Waiting could cost your family months in probate court and tens or hundreds of thousands in taxes.
The 2026 deadline is fast approaching. Now is the time to set up your Living Trust.
📞 Schedule a Free 15-Minute Trust Consultation
Get protected before the IRS estate tax changes.
📩 Schedule: ASSET FUNDING SERVICE
📱 Call or Text: (951) 708-6683
California-compliant Living Trust documents
- ✅ Local deed & DMV trust transfers
- ✅ One-on-one mobile support
- ✅ Trusted by families across Riverside & San Bernardino counties
- ✅ Fast. Private. Legally secure.
📍 Serving All of California – Mobile & Online
G
Lienworks, helps you protect your family’s wealth, avoid court, and beat the 2026 inheritance tax deadline. Based in Lake Elsinore, serving Riverside County, San Bernardino, and statewide via remote service.