Absolute Trust Counsel Medi-Cal Planning

Medi-Cal pre-planning, also known as non-crisis Medi-Cal planning, is for people who are currently healthy but want to make sure that if they become incapacitated, they will be able to protect their life savings. We can design a plan that allows you to preserve your assets and adequately manage your personal and financial affairs in the event of incapacity. With a well-designed and properly implemented plan in place, you not only ensure that you will be well cared for if you become incapacitated, but enjoy greater peace of mind as well. What if I’m told I have too many assets to qualify? A Medi-Cal crisis is a situation in which an individual has already been admitted to a nursing home—or must be placed in one very soon—and has been informed that he or she has too many assets to qualify for Medi-Cal assistance. Don’t panic, the laws governing Medi-Cal eligibility are complicated and ever-changing. Few people fully understand them as the team at Absolute Trust Counsel does, and we can help. Contact our office as soon as possible so that we can show you how to obtain assistance from Medi-Cal. https://lnkd.in/dUxFbCn #MediCal #MediCalPlanning #NursingHomeCare #LongTermCare #NursingHome #AbsoluteTrustCounsel #EstatePlanning

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

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.

What happens when there's no will? Who becomes the executor? Find out in our latest episode of Absolute Trust Talk as we discuss the hierarchy of appointing an administrator. Plus, learn about the role of a special administrator in emergencies. 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

"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.

"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. https://lnkd.in/es-TwYCK

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

If you reside in California, why do you need a trust vs. just a will? On Wednesday, March 12th, at noon, we will be hosting a FREE Estate Planning Basics webinar that walks you through the fundamentals of estate planning so you and your family are prepared no matter what life has in store. Please register now to save your seat! >> https://lnkd.in/ebuDBRZG #AbsoluteTrustCounsel #AbsoluteTrust #EstatePlanning #EstatePlanningBasics #FreeWebinar #Will #Trust #PowerOfAttorney #AdvanceHealthCareDirective