New Podcast: Make Sure Your Estate Plan Still Works for You and Your Family

Danville CA

14 April, 2022

5:39 PM

Description

According to a 2022 survey done by Caring.com, 1 in 3 Americans who do not have a will or a living trust claim they don’t have enough assets to leave behind. We call that crazy! Now we get it. Estate planning is not something that is top of mind. No one wants to think about dying or a future without them, but the reality is that estate planning is so much more than just preparing for when you’re gone. What about incapacity or special needs? How about qualifying for Medi-Cal or Medicaid and long-term care planning? And getting back to the “after death” part, do you really want your heirs to spend months or even years in court, potentially fighting and wasting the money you left behind? No! Estate planning is for everyone regardless of your assets. Building the right estate plan and staying on top of it helps you avoid costly mistakes, and ultimately, it protects the best interest of you and your loved ones.Listen or Watch Now! >> We’re thrilled to welcome friend and expert estate planning attorney Kirsten Howe to the show. For more than 20 years, individuals and families from the greater Walnut Creek area have trusted Kirsten and her team at Absolute Trust Counsel with unique individualized estate plans, trust administration, probate, Medi-Cal planning, special needs planning, and other estate-related needs, effectively securing their legacies. Together we will be discussing: The importance of a living trustHow to solve disagreements among trustees and beneficiaries How often someone should update their trust Pros and cons of using online tools like Legal Zoom And more. Again, this is an important show for everyone, no matter where you are in your estate planning journey, so we hope you will find a quiet spot and start listening. We’ll join you in podcast land! P.S. Looking to meet with Richard or Angela at our office in Alamo, Ca? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Scheduled free 30-minute session and find the peace of mind you deserve for the rest of your life. You can also reach by calling 925.736.6410 or send an email to [email protected]. Tune In Now! >>