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018: How Invested Are You? Portfolio Protection You Need to Know About Brokers and Advisors

018: How Invested Are You? Portfolio Protection You Need to Know About Brokers and Advisors

In this episode of Absolute Trust Talk, Kirsten welcomes attorney Bob Gonser to the show. Bob’s practice focuses on matters involving disputes between investors and their financial advisors. Bob typically works on a contingent fee basis and has successfully handled hundreds of cases for his clients whose investement accounts have been mismanaged resulting in the loss of irreplaceable assets. Kirsten…

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Estate Planning Lessons, Celebrity Edition: Nichelle Nichols

This is another installment in our very occasional series on estate planning lessons learned from celebrities. The actress Nichelle Nichols, 85, who is most famous for portraying Lieutenant Uhura on the original “Star Trek,” is currently the subject of a conservatorship battle pending in Los Angeles Superior Court. Ms. Nichols’ son, Kyle Johnson, filed the petition for conservatorship in May…

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Avoid Probate of Your CCRC Refund

Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in exchange for lifetime housing and priority access to healthcare, in addition to a monthly fee. These entry fees can be in the hundreds of thousands of dollars. In many cases, a sizable portion of the entry fee may be refundable to the resident if they move…

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Estate Planning for Your Pets

For most of our clients, the family pets are just that – family.  These pets are valued members of the extended family and, for some, the pets are their primary family.  With such an important place in the family, it makes sense to want to provide for them if something unfortunate occurs, such as incapacity or death. Often, the only…

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