You have worked hard to achieve success. Now you want to make sure your assets are protected, your golden years are spent in comfort, and your loved ones are well taken care of after you are gone. #EstatePlan #Assets #Law #AbsoluteTrustCounsel #CaliforniaEstateLaw #EstatePlanningAttorney #WalnutCreek #EstatePlanning
Absolute Trust Counsel Estate Planning
法律服务
Walnut Creek，California 10 位关注者
Personalized California Estate Law. We are here for you and your family today, tomorrow and for years to come.
关于我们
What you need to know about Estate Planning. Even if you already have an estate plan, chances are our experienced team can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all. It’s important to note that if you don’t have an estate plan, the State of California will create one for you. How? Decisions about your assets, that is, “who gets what,” will be made by the California?probate court, based upon California statutes. Not surprisingly, “California’s Plan” will not focus on minimizing taxes or looking out for the best interests of you and your heirs. That’s not the State’s goal. This is our job. Estate planning addresses other important matters as well. For example, if you become?incapacitated, who will make financial and medical decisions on your behalf? If something happens to you and your spouse, who decides how your minor children will be cared and provided for? Again, the State of California has laws governing situations such as these. With an estate plan of your own, you make these decisions. You have control. We have the experience and mastery of estate planning law to design and implement a solid plan. We help to ensure you have control over legal matters that impact your well-being and that of the people you love. Contact us today to discuss your particular concerns, goals, and hopes for the future.
- 网站
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https://absolutetrustcounsel.com/practice-areas/estate-planning/?el=LinkedIn-Profile
Absolute Trust Counsel Estate Planning的外部链接
- 所属行业
- 法律服务
- 规模
- 2-10 人
- 总部
- Walnut Creek，California
- 创立
- 2008
- 领域
- Estate Planning、Estate Administration、Medi-Cal、Special Needs Planning、Wills、Revocable Living Trusts、Power of Attorney、Health Care Directives、Federal Transfer Taxes、Irrevocable Life Insurance Trust、Probate和Trust Administration
动态
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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
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"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.
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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
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"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.
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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
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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
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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
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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
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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