Big Three from Episode #056: Don’t wait until it’s too late, start planning NOW! Treat your parents like your partner. Listen to what’s important to your parents. What do they want to happen? Time-stamped Show Notes: 5:43 – When is the right time for adult children to have conversations with their parents, and what is the best approach? 7:51 –…
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you should have some version of an estate plan because your parents are no longer automatically able to make decisions or act on your behalf. There are several reasons to create a power of attorney for finances once you turn eighteen. For example, the military helps…
Rusty stared at the estate planning attorney, perplexed. “Why do you need a list of every song I’ve ever written, even if they haven’t been published? That sounds like a waste of time. Those are just my pickin’s, they aren’t worth anything.” The attorney peered at him through her reading glasses. “And what happens if a relative discovers a song…
Our clients understand the importance of estate planning. In this time of COVID-19, many people are also feeling a sense of urgency. It is important to remember, though, that the plan is only the beginning. A surprising number of our clients discover, after the death of a family member, that an asset that should have been transferred to the trust…
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…