"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.
