017: Disability Income – How To Do It Right and Avoid The Many Pitfalls
In episode 17 of Absolute Trust Talk, Kirsten welcomes Kantor & Kantor, LLP partner Michelle…
6 years ago
Blog
Avoid Probate of Your CCRC Refund
Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in…
6 years ago
Estate Planning for Your Pets
For most of our clients, the family pets are just that – family. These pets…
6 years ago
016: Behind the Scenes of Financial Planning for a Family With Special Needs
In episode 16 of Absolute Trust Talk, Kirsten welcomes Morgan Stanley Senior Portfolio Manager Robert…
6 years ago
“Springing” Powers of Attorney – What Does That Mean?
As the average age of the U.S. population increases, more people are becoming aware of…
6 years ago
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
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