California Regulates the Inheritance of Guns
All other transactions—whether by gift, bequest, intestate succession, or other means–must be conducted through an…
8 years ago
Trusts
End of Life Option Act Currently in Force
Mary hung up the phone and frowned. “That can’t be right,” she said. “What can’t…
8 years ago
Avoid Probate of Your CCRC Refund
Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in…
8 years ago
Estate Planning for Your Pets
For most of our clients, the family pets are just that – family. These pets…
8 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…
8 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…
8 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…
8 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…
8 years ago