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…
8 years ago
Distribution of Assets
Don’t Use the Wrong Assets to Pay For Care
All attorneys will agree with me that if there’s one thing we wish our clients…
9 years ago
003: Outside Looking In – Why Professional Fiduciaries Can Be A Better Choice
Walnut Creek professional fiduciary dynamo Karen Fisher joins Kirsten in the studio for episode #003…
9 years ago
000: Launching the Absolute Trust Talk Podcast with Kirsten Howe
Welcome to the Thought-Provoking Absolute Trust Talk Podcast with Kirsten Howe, officially launching April 16,…
9 years ago
Medi-Cal Has the Right to Recover Benefits Paid from a Decedent’s Estate
Debbie was furious. “Darn Medi-Cal. First, they put Mom through the ringer to qualify for…
9 years ago
Probate Requires a Diligent Executor
Mary was ill-prepared for the drama that was probate. “I mean, seriously,” she told her…
9 years ago
Trustee Compensation is a Complex Issue
9 years ago
Loans to Adult Children Must be Addressed in Estate Planning
Mary and Thomas Charleton had five adult children. Unfortunately, not all of them had the…
9 years ago
Multiple Generations Living Together and Their Estate Planning
Upon the death of their respective husbands, Sara and her daughter, Mary, decided to move…
9 years ago
Foreign Beneficiaries Can Pose a Challenge for Estate Plans
Anna Mercer’s family was quite excited when she met and married Klaus Jergen. After their…
9 years ago