Absolute Trust Counsel

Are you worried about the probate process? It can be expensive and time-consuming, but sometimes it's necessary. Our new podcast series breaks down the basics of probate and how to navigate it. Don't miss out – listen to the first episode as we begin discussing the difference between an executor and an administrator, how the court appoints a personal representative and more. https://lnkd.in/dAipA2xP [Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://lnkd.in/eVHdAqgi #AbsoluteTrustCounsel #AbsoluteTrustTalk #Podcast #KirstenHowe #WalnutCreek #WalnutCreekAttorney #AbsoluteTrust #Probate #EstateTrust #Executor #PersonalRepresentative #Administrator

Did you know? All adults 18 and older should do estate planning for incapacity planning purposes. It doesn't matter how many assets a person has. Incapacity planning will allow you to name someone you trust to make decisions for you in the event something happens to you. Don't miss our FREE estate planning basics webinar on Wednesday, March 12th, at noon. We will share everything you need to know about being prepared and building an estate plan that works for you. Please register now to join us! >> hhttps://lnkd.in/ebuDBRZG #AbsoluteTrustCounsel #AbsoluteTrust #EstatePlanning #EstatePlanningBasics #FreeWebinar #Will #Trust #PowerOfAttorney #AdvanceHealthCareDirective

Creating a will is a vital step in securing your legacy, but did you know that modern technology hasn't fully embraced this process yet? ??? In our latest episode, we dive into the importance of a handwritten signature, the legal requirements, and what to do if signing is a challenge. Whether you're tech-savvy or prefer the traditional approach, understanding the essentials of wills can ensure your wishes are honored. https://lnkd.in/e4N9b_vJ [Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://lnkd.in/eVHdAqgi #AbsoluteTrustCounsel #AbsoluteTrustTalk #Podcast #KirstenHowe #WalnutCreek #WalnutCreekAttorney #AbsoluteTrust #EstatePlanning #LegalAdvice #WillsAndTrusts #LegacyPlanning #Probate #LegalTips #WillPreparation #HandwrittenWills #DigitalVsTraditional #ProtectYourFuture

"The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property. As survivors begin to pick up the pieces, they may also find that they've lost important documents. The loss of these documents may not only cause immediate issues, such as making it difficult to apply for relief and insurance claims, but also affect long-term estate planning." - The ATC Team [AD] Jumpstart your estate plan today, or let's look at your existing plan and ensure it is up to date. Absolute Trust Counsel is here to answer all of your estate planning questions. Get started today by scheduling a free discovery call, and let's discuss your needs. It only takes about 10 minutes. Visit https://lnkd.in/eAinHJge or call us at (925) 943-2740.

"SECURE 2.0 has also brought about significant changes to trust beneficiaries of IRAs. SECURE 2.0 classifies most trusts as Non-Eligible Designated Beneficiaries, subjecting most trusts to the 10-year rule and creating complications if a trust is named as a beneficiary of an IRA. However, SECURE 2.0 permits certain trusts to take stretch-style distributions." - The ATC Team [AD] Incapacity is a critical possibility, and it's something that everyone should have a plan for. Things can quickly spiral out of control for you and your loved ones without it. The proper guidance and plan will ensure you are protected, and your money won't be wasted on court and attorneys. Schedule a free discovery call so we can discuss your concerns and needs. It only takes about 10 minutes. My team and I look forward to helping you. Visit https://lnkd.in/eAinHJge or call us at (925) 943-2740.

After finding a legitimate organization to donate to, it's essential to make sure you're giving them what they actually need. Listen to a new episode of Absolute Trust Talk as we talk about the Los Angeles fires and discuss the best ways to donate items and the importance of giving money instead. Plus, find out how to confirm if your donation is tax-deductible. Here's what you need to know. https://lnkd.in/g2MiSH8Z [Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://lnkd.in/eVHdAqgi #AbsoluteTrustCounsel #AbsoluteTrustTalk #Podcast #KirstenHowe #WalnutCreek #WalnutCreekAttorney #AbsoluteTrust #DisasterRelief #Donations #TaxDeductible #GiveEffectively #HelpingOthers #Charity

"As we step into 2025, the theme for estate planning is: Be prepared. With significant regulatory, economic, and industry changes on the horizon, preparation is not just advisable—it is essential. This year brings a myriad of challenges and opportunities that demand proactive engagement from clients and their advisors." - The ATC Team [AD] Incapacity is a critical possibility, and it's something that everyone should have a plan for. Things can quickly spiral out of control for you and your loved ones without it. The proper guidance and plan will ensure you are protected, and your money won't be wasted on court and attorneys. Schedule a free discovery call so we can discuss your concerns and needs. Visit https://lnkd.in/eAinHJge or call us at (925) 943-2740.

In times of disaster, we all want to help our fellow Californians. But unfortunately, scammers also see this as an opportunity to exploit people's generosity. In this episode, we discuss how to avoid being scammed when giving to disaster relief efforts, particularly when it comes to vulnerable populations like the elderly. Don't let your good deeds be taken advantage of – listen now! https://lnkd.in/g2MiSH8Z Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://lnkd.in/eVHdAqgi

Are you worried about the probate process? It can be expensive and time-consuming, but sometimes it's necessary. Our new podcast series breaks down the basics of probate and how to navigate it. Don't miss out – listen to the first episode as we begin discussing the difference between an executor and an administrator, how the court appoints a personal representative and more. https://lnkd.in/dAipA2xP [Ad] Need help navigating these upcoming changes? We're here to assist. Schedule a free discovery call now, and let's discuss your estate planning goals. https://lnkd.in/eVHdAqgi #AbsoluteTrustCounsel #AbsoluteTrustTalk #Podcast #KirstenHowe #WalnutCreek #WalnutCreekAttorney #AbsoluteTrust #Probate #EstateTrust #Executor #PersonalRepresentative #Administrator

"In August 2024, AB 2016 was finalized, amending key sections of the California Probate Code that impact how successor can manage a decedent's real property held in the decedent's name alone." - The ATC Team [AD] Estate planning addresses many important factors about your future and legacy. Where do you get started if you don't have an estate plan in place? If you do, how have new laws and life transitions changed? Will your plan still protect you? Regardless, you deserve control over your wants, needs, goals, and hopes for the future. We can help you understand your options and, legally, how you will best be protected at all touchpoints. Start by scheduling a free discovery call today, and let's discuss your needs. It only takes about 10 minutes. Visit https://lnkd.in/eAinHJge, or call us at (925) 943-2740.