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

Walnut Creek CA

28 April, 2022

5:24 PM

Description

A 2022 survey conducted by Caring.com revealed that 1 in 3 Americans, who do not have a will or living trust, believe that they don’t own enough assets to make the process worthwhile. As an expert in the field with well over 20 years of experience, and serving clients from all walks of life, it’s safe to say that there is some form of estate planning for just about everyone, regardless of the amount of assets held. Understanding estate planning is important because it’s more than just preparing for the future once you’re gone. You must think about things like incapacity, special needs, qualifying for Medi-Cal or Medicaid, And have you considered long-term care planning? What about setting your family up for success to avoid a family feud over assets you may have failed to allocate ahead of time?Watch Now!>> To set the record straight, Absolute Trust Counsel’s founder and managing attorney, Kirsten Howe, was recently asked to sit down with hosts Richard Del Monte and Angela Wright of the Del Monte Group for a new episode of “A Place of Possibility™ Podcast.” Some things you’ll learn from the episode include: •The importance of a living trust • How 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! It’s never too late to start planning or update a plan you already have in place. So, no matter where you are in your estate planning journey, we hope you find some inspiration to get things in order. It will provide much-needed peace of mind for you and your family. Big Three from the Podcast: If you own any assets, you should have an estate plan to protect your heirs and your legacy, and to avoid probate court.It’s important to update your trust when you have any major life changes, family members that come or go, deaths, new partners, etc., and if you have a trust that predates 2013.Word to the wise, DON’T use online tools like Legal Zoom or Nolo. They won’t be able to protect you or provide all the options you need fully. “You don’t know what you don’t know.” Tune In Now! >>[Ad] Do you need help with your estate planning now? We can help. Together our Absolute Trust Counsel team will take a look at your situation and your specific needs and develop a strategic plan that will protect you and your loved ones, regardless of what may come. Here’s a link to schedule your free discovery today at https://absolutetrustcounsel.com/scheduling/.If you have any other questions, please feel free to contact us by calling 925.943.2740 or sending an email to [email protected].