010: Thinking Outside the Family – Special Needs Trusts & Professional Fiduciaries
8 years ago
Trusts
No Contest Clauses May Not Apply to Trust or Will Amendments
Mary read the trust document again. “This can’t be right,” she said, shaking her head.…
8 years ago
009: See Something, Say Something – Elder Abuse
In this episode of Absolute Trust Talk, Kirsten welcomes trust and estate litigator Denise E.…
8 years ago
Elder Financial Abuse Lawsuits Between Siblings
Here is an increasingly common scenario we see in our practice. One family member usually…
8 years ago
Does Anyone Else Know Where Your Estate Planning Documents Are?
We know lots of people don’t like to think or talk about dying. We can…
8 years ago
008: Financial Planning for Families with Special Needs Individuals
In this episode of Absolute Trust Talk, Kirsten welcomes special needs financial planning expert Jon…
8 years ago
Continuing Care Retirement Communities Offer Continuity of Care
Linda and her friend, Mary, walked through the apartment at the retirement village. It was…
9 years ago
006: Financial Planning: It Isn’t All About The Money
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek Financial Planner Ora Citron…
9 years ago
005: How to Help Your Children Own a Home the Right Way with Denae Budde
In this episode, Kirsten talks to Denae Budde, managing shareholder of Budde Law Group, a…
9 years ago
004: Hey, Life Transitions are Normal. Here’s How to Cope With Them.
In this episode of Absolute Trust Talk, Kirsten welcomes Certified Financial Transitionist® Gary Gardner into…
9 years ago