2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Protecting Yourself and Your Family While You Are Still Here

When you hear estate planning, you immediately think about planning for your death – what happens after you pass away. While that is true, there is an even more critical possibility you should be planning for, incapacity. Incapacity planning is one of the most important tools and strategies you can implement because, without it, things can be a mess for you and your family.

If you die without an estate plan, there is a back-up plan. It might take more time and cost more money, but an estate will be settled.

If you become incapacitated without a plan, you don’t have time to wait. You need support and care right away, and on top of that, you don’t want to waste money on court and attorneys. If you’re incapacitated, you want your money to be spent on your care. Having an incapacity plan is critical. Everyone needs one, whether you 26 or 75.

To help highlight the importance of this planning, we have developed this resource page filled with tips, strategies, and expert advice on implementing the right incapacity plan for you. If you have any questions or need help getting started, we are only a phone call away. Call us at 925.943.2740, and we will start building a plan specific to your needs.

Thinking Beyond: What’s Important in My Estate Plan?

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.

At Absolute Trust Counsel we dedicate ourselves to helping individuals and families from a wide range of social and economic backgrounds do just that. Together, we will create an estate plan for you that protects your hard-earned assets and your legacy and ensures your children’s inheritance is safe from creditors, predators, and even their own inability to handle an inheritance alone.

Download Our Free Guidebooks Below

The Absolute Trust Council team is pleased to provide a library of free articles, checklists, guidebooks and more to address the most common estate planning questions and concerns in practical, easy-to-understand language. We have authored each publication as part of our commitment to provide you with all of the tools you’ll need to educate yourself about the estate planning and make the planning process pleasant, convenient and efficient.

Guidebook 1:

A Will is Not Enough – Securing Your Legacy with Estate Planning

Life can change in an instant. A will is not enough to be prepared. Get free access to our actionable guidebook and start protecting your legacy today. Click here to download now. >

Guidebook 2:

Estate Planning – Beyond the Basics

The Essential Guide For Estate Planning Beyond the Basics. Learn how to comfortably define gray areas and assess your own unique needs to effortlessly build a secure future now. Click here to download now. >

Guidebook 3:

An Introduction to Family Trusts

Building your estate plan couldn’t be easier. Get our free introductory guide to the number one used estate planning tool, family trusts, and understand exactly how we plan to protect your family. Click here to download now. >

Guidebook 4:

Trust Administration – What Every Trustee and Beneficiary Needs to Know

Are you a Trustee or Beneficiary? Trust administration is much more work than it seems. Let us help you navigate the complicated steps required by law. Click here to download now. >

Guidebook 5:

Interviewing Tips – What to Ask A Prospective Estate Planning Attorney

Looking for the right estate planning attorney? Let us empower you to have the final word. Get a free copy of our interview tips straight to your inbox. Click here to download now. >

Guidebook 6:

Medi-Cal Planning from Start to Finish

Have you thought about long-term care? Do you know how you will finance it? Or, maybe you’re already receiving care, but you are wondering how much longer you can afford it. Together, we will explore your long-term care options and review how to protect your hard-earned assets while still maintaining the level of care you need. Click here to download now. >

Reference Guide 1:

Checklist of Tasks to Complete After A Death

Our list of what to do when someone dies will help you get organized with ease during the hardest period of time. It’s yours FREE. Click here to download now. >

Reference Guide 2:

Probate Fee Calculator

Facing Probate? Learn how to calculate your personalized probate fees based on individual estate size. Click here to download now. >

Reference Guide 3:

Medi-Cal Resource Limits Handout

Do You Think You Have Too Many Assets to be Eligible for Medi-Cal? We Can Help. Download Our Free Tool to See Exactly How Your Assets Factor In. Click here to download now. >

Learn More with These Informative Articles

Questions, comments, concerns or not sure where to start? Watch this video for your free consultation offer!

Thinking Beyond: What’s Important in My Estate Plan?

Do You Have a Plan for Your Business if You Become Incapacitated? Watch this Presentation to Learn More.

No one likes to think about incapacity or death, but have you stopped to consider what would happen to your business, the business you worked so hard to build and grow, if you suddenly became ill and were unable to work for an extended period of time? What if an earthquake destroyed your office, or if you died unexpectedly? These are unpleasant thoughts, but by planning for each of them you can minimize the damage to yourself, your family and your business.  After your children and (maybe) your spouse, your business is just about the most important thing in your life. In this presentation, Kirsten Howe will give you tips and tools for creating a simple contingency plan that is uniquely customized for your business.

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Protect yourself, have a plan, and find out the next steps about your specific trust. Get started now by scheduling a 20-minute discovery call with Absolute Trust Counsel. During this introductory call, we will gather information about your trust administration, review our trust administration process with you, and answer any questions you may have. Our goal is to help you get the job done right!