Absolute Trust Counsel

"Whether it’s fights over inheritance or simply disagreements over how money has been invested, the pain and anger tends to be magnified when relatives are involved. Disputes over financial issues can cause untold problems across all social spheres even in families that don’t think of themselves as wildly dysfunctional." [AD] Are you named as a trustee in someone's estate plan? Is their estate plan up to date? Are you currently a trustee? Do you need help administering the trust? We can assist you. Get started today by scheduling a free 10-minute discovery call and let’s discuss your needs. https://absolutetrustcounsel.com/scheduling/ or call us at (925) 943-2740

Are you a parent or grandparent who wants to make a financial gift to a minor child? Do you want to help fund a child’s education but aren’t sure if that’s the path they’ll take? Do you want to give your children a financial head start in life so that one day they can start a business, buy a home, or cover basic health and living expenses? [AD] With respect to the mandates and orders surrounding the current COVID-19 outbreak, Absolute Trust Counsel is still open! We are working in the office and remotely and can meet all of our clients' needs through telephone, Zoom, Skype, etc. We even have procedures for signing in our office or with a mobile notary. You may not be able to control the world around you, but you can control what happens to your estate. Contact us for a free consultation at 925-943-2740.

Proposition 19 is a ballot measure passed in the November 2020 election in the state of California that significantly changes the property taxes on real estate inherited by children from their parents. And not in a good way. Under this proposition, a parent can only transfer the primary residence (either by gift, by inheritance or by sale) without causing the property taxes to go up. That’s it! Not to mention, the law goes into effect on February 16, 2021, just a few short we...eks away. This massive change has left many of our clients and California residents wondering how these negative impacts will affect their estate plan and what they can do in this short window of opportunity to save their families tens or even hundreds of thousands of dollars. Join us on January 5th at 11:30 AM PST for a special Facebook Live event with Kirsten Howe as she discusses the intricate details of this new proposition, the impact on estate plans, and the next steps you need to take now. This is an event you can’t afford to miss!

Have you heard of a #reversemortgage? Did you know that it can be used as a smart #financial tool during #retirement? In a new Absolute Trust Talk Live, Kirsten welcomes #reversemortgage expert Russell Doi to give more insight on the rising popularity of utilizing this tool. >> http://bit.ly/3i6FjjC. #absolutetrust #podcast Russell Doi at Mutual of Omaha Reverse Mortgage [Ad] When planning for the future, it’s important to explore all the tools and strategies available to ensure your goals are met. California #estatelaw is the only thing we do, and we have a deep understanding of what may impact you and how to build an #estateplan that meets your specific needs no matter where you are in life. Schedule a free discovery call, and let us help you get started today. >> http://bit.ly/2LlAhDx.

Helping parents move out of their long-time home can be a huge project. There are so many things to think about some obvious, but still vexing, like what are we going to do with the attic/closet/basement full of stuff? But many other considerations are not so obvious and challenging in a different way, such as knowing when and how to start having the conversation about moving in the first place. Join me and my guest, Dayna Wilson, with Keller Williams. She specializes in helping families move their parents, and she’s here to share her experiences and tips for a successful move.

Wondering if an ABLE account is the right #specialneedsplanning tool for yourself or someone you know? Well, it depends on individual needs and circumstances. Consider these things when selecting necessary planning tools >> https://bit.ly/34KmsEP. #disability #ableaccount [AD] Special needs planning must be customized to meet the needs of the individual and individual’s family. We study and understand the complex and ever-changing laws that govern #specialneedsplanning tools. Schedule your free discovery call today, and let’s discuss the right protection strategy for everyone involved. >> https://bit.ly/2I4RP59

We're always sad to hear about the passing of a loved one. He booked an appointment with Kirsten just last week to change his #trust and #will. Is it time to update your #estateplanning documents? Schedule an appointment, and let's get started. >> https://bit.ly/3jao9Bu

If you or a family member resides in any kind of #seniorlivingcommunity or care facility, you need to know the #emergencydisasterplan. Join us for a discussion on what facility planning looks like and crucial questions you should be asking. >> https://bit.ly/3k0yOyS #longtermcare #emergencypreparedness [Ad] Need help ensuring that you and your loved ones will be safe? We can help put the right protections in place that meet all your needs. Schedule a free discovery call, and let's get started. >> https://bit.ly/3iZNAVa

"There are several very low costs, or even free, online services available to draft documents commonly used during estate planning, such as wills, trust, durable powers of attorney and healthcare proxies. These online services, as presented, seem to be a very good alternative for most people. So, are the benefits of using an estate planning advisor is not worth the expense? Yes, it is, but not generate documents. The value of an estate plan is in the planning. Without planni...ng, the documents are worse than useless. " [AD] Jump start your estate plan today, or let’s take a look at your existing plan and make sure 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. https://absolutetrustcounsel.com/scheduling/ or call us at (925) 943-2740.

This father and daughter duo booked an appointment this month to get the father's affairs in order. It's never too late to put the right protections in place. >> https://bit.ly/3jao9Bu #estateplanning #absolutetrust #californiaestatelaw

Are you ready to #vote on the new ballot propositions that are being proposed? New on our blog, is an overview of propositions 15 and 19, two that could have an impact on #propertytaxes. >> https://bit.ly/3ofWUbl [Ad] If you need help putting the right #estateplan in place, now is the time to get started. Set up a free discovery call today! >> https://bit.ly/3jdSZbH

Election day is right around the corner, and for California #voters, that means we will be deciding on changes to a handful of propositions that impact our community. You'll want to read more about these two props and their possible changes to property taxes. >> https://bit.ly/31umMqs [Ad] Wondering how new changes to the law or propositions like these could impact your #estateplan? We can help. California #estatelaw is our specialty, it’s the only thing we do, and we can ensure your legacy is protected no matter how laws changes. Schedule a free discovery call today, and let’s discuss your needs. >> https://bit.ly/3dzYkbY

To hold an ABLE account, an individual’s disability must have occurred before age 26. Most ABLE programs allow eligible individuals to participate regardless of their state of residence. Read more about the qualifications and requirements for opening an ABLE Account. >> https://bit.ly/3nz5f9M #specialneedsplanning #disability [AD] If you need help navigating the challenges of #specialneedsplanning, we can help! Schedule a free discovery call today, and let's discuss your needs. >> https://bit.ly/33HU4nn