015: Kids in the Business: When Personal Estate Planning and Business Succession Planning Collide
In episode 15 of Absolute Trust Talk, Kirsten welcomes financial planning and investment professional John…
6 years ago
Blog
Medi-Cal Planning is a Legal and Wise Choice
“I’ll tell you, Marge, my attorney is a wizard, a downright magician. When the time…
6 years ago
IRAs Create Special Estate Planning Concerns
Eighteen-year-old Sarah tried to calm her excitement. She had been named the beneficiary of her…
6 years ago
014: Consumer Debt Today with Jen Lee
Absolute Trust Talk welcomes consumer debt law expert Jen Lee into the studio to discuss…
6 years ago
Are Charitable Contributions Dead? No! – Introducing the QCD
The Tax Cuts and Jobs Act, passed at the end of 2017, significantly alters many…
6 years ago
If You Don’t Have the Keys, You Can’t Access it: BITCOIN
Lisa studied her late son’s will and frowned. “To my mother and father, George and…
6 years ago
Plan for Transfer of Airline Miles, Hotel Points and Other Rewards
Susan stared at her father’s Last Will and Testament and groaned. “I know I am…
6 years ago
013: Deciphering International Tax Law with Jenny Lin
Absolute Trust Talk welcomes Walnut Creek international tax law expert Jenny Lin to the show.…
6 years ago
What’s In Your Medical Records? The Importance of Doctor’s Notes to Support Long-Term Disability Claims Under ERISA
There are several kinds of disability income benefits available to a worker who becomes unable…
6 years ago
Don’t Ignore Your A/B Trust
There are many different kinds of revocable living trusts out there. It’s not really important…
6 years ago