002: Financial Planning: The Pieces & The Big Picture
In this episode of "Absolute Trust Talk," Kirsten talks to Geoff Zimmerman, Certified Financial Planner,…
9 years ago
Wills
001: The Ultimate GPS to Money in Your Relationship
In this episode of "Absolute Trust Talk," Kirsten talks to Maureen Richardson, Certified Financial Planner…
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
Special Needs Planning Must Be Multi-Generational
I recently attended the Special Needs Planning Symposium. The sessions were all very informative, but…
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
A/B Trusts Permit Tax Advantageous Trust Funding
When Carole and Michael created a trust for the benefit of their adult children, they…
9 years ago
Heirs Must Be Notified on Grantor’s Death of the Existence of an Irrevocable Trust
When Oliver died, at the ripe old age of 96, he left behind eight lineal…
9 years ago
Selecting a Financial Manager for the Children of Deceased Parents – Part IV
When we last heard from Jenna and Mark, they were clinging to one another, attempting…
9 years ago
Planning for the Support of Minor Children – Part III
When we last met Jenna and Mark Livingston, they were hunkered down in St. Thomas,…
9 years ago