Our attorney, Ariana Flynn, will speak at "Seminars for Seniors" on 3/25 at 6700 Koll Center Pkwy in Pleasanton! Join her alongside real estate and mortgage experts to learn about estate planning, downsizing, and reverse mortgages for seniors. Register: https://t.co/4ZPbAivqU7
"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." - The ATC Team
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"While most of us don't share Bezos' level of wealth, adopting some of his ideas alongside traditional estate planning strategies can help influence how we shape a legacy that benefits our heirs and, perhaps, the world." - The ATC Team
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"The Trump administration’s estate tax proposals and executive orders have introduced significant uncertainty into estate planning." – The ATC Team
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"Estate and inheritance taxes are critical considerations for all US citizens living abroad, whether they are building wealth, managing significant assets, or planning to transfer wealth to future generations." - The ATC Team
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"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." - The ATC Team
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"Whether the federal estate tax exemption sunsets as scheduled, is extended or undergoes further reforms, the need for thoughtful, well-informed planning remains." - The ATC Team
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iPhone passcode, bank account logins, safe deposit box combos: Are you documenting all the critical username & password information your trustee needs? These 10 must-have digital asset details can save your loved ones from stressful legal hurdles & cost... https://t.co/828wT3VtrZ
One word can cause chaos in your will! Hear why “wish language” might derail a trustee’s authority and pit heirs against each other—feat. the estate drama of Luigi Mangione’s grandmother. Listen now! https://t.co/1dIMZQ6TwO
Did you know? A forgotten password can derail your entire estate plan. Make sure your trustee has the usernames, passwords, and asset details they need. We’ve listed the top 10 items you should document in your estate plan. >> https://t.co/828wT3VtrZ
Is it possible that a loved one didn’t fully understand their decisions due to conditions like dementia? If you have any concerns, this episode is a must-listen! https://t.co/4FjXd3o6Mq
Bring your questions to our FREE estate planning webinar at noon on Wednesday, February 12th. No legal advice will be given, but you can ask questions and learn more about the process. Reserve your spot! https://t.co/jTAo61pJNS
Private one-on-one meetings and the right questions can secure your estate plan from legal battles later. It’s about clarity, not complexity. Catch the full episode now! https://t.co/K8P8bBwyyo
Estate planning is for EVERYONE. It doesn't matter how much money you have. Don’t miss our FREE estate planning basics webinar on Wednesday, February 12th, at noon for everything you need to know about making an estate plan. https://t.co/jTAo61pJNS
Is it possible that a loved one didn’t fully understand their decisions due to conditions like dementia? If you have any concerns, this episode is a must-listen! https://t.co/4FjXd3o6Mq
Estate planning isn’t just for after-death planning. It’s also about planning around local laws to ensure that your family is not burdened by the requirement to involve courts and extra costs in the event of incapacity. https://t.co/jTAo61pJNS
"When a spouse passes away, the financial implications can be overwhelming, especially for those unfamiliar with estate planning or tax rules. Here's what you need to know to navigate this complex process effectively." - ATC Team
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Big news for California homeowners: Under AB 2016, a primary residence valued up to $750,000 can be excluded from the usual Small Estate Affidavit threshold. https://t.co/BMxtWa7cSJ
"Please find here an at-a-glance list of commonly used elder law-related figures for the year 2025, all gathered in one place so that you can bookmark them for quick reference over the coming months." - ATC Team
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