“Silence!” Roger Claret roared. “Dad has only been dead 12 hours and already you’re turning his funeral into a circus.” He glared at his brother and sister. “We need to decide what Dad would have wanted, not what you want.” He muttered, “Just because the man enjoyed country music does not mean he wanted the Grand Ole Opry staged at…
Mary hung up the phone and frowned. “That can’t be right,” she said. “What can’t be right?” her husband James asked. He put his newspaper down and gazed at her. “Janice says she heard from Darla who heard from Laura that the End of Life Option Act has been overturned. If that’s true, we are going to need to change…
As the average age of the U.S. population increases, more people are becoming aware of the benefits of having a general durable power of attorney (POA) to insure they have someone to assist them with financial matters when they are unable to act for themselves. Actually, the benefits of creating a POA apply to all walks of life, from the…
Lisa studied her late son’s will and frowned. “To my mother and father, George and Lisa Cummings, I bequeath the contents of my wallet, to be found at Coinbase.” “George, you ever heard of a place called Coinbase?” George shook his head. “No. What about it?” “Well, according to Danny’s will, he left his wallet there and we inherit the…
We get this question a lot – from younger clients who know their job might get transferred someday. Also, it seems that more and more Californians are choosing to move to another state when they retire, including some of our clients. The answer is, of course, it depends. Most of the time a will that is a valid will in…
In this episode of “Absolute Trust Talk,” Kirsten talks to Maureen Richardson, Certified Financial Planner and sole practitioner at Richardson Elite Financial Strategies. Richardson is also Amazon bestselling author of “‘Til Money Do Us Part: Financial Planning for Couples.” The topic of conversation is, of course, financial planning, but not just any financial planning, the focus here is on couples.…
Maria opened the envelope from the insurance company, peeked inside, and squealed. “Carlos, come quick. Someone sent me a check for $50,000!” Carlos walked into the room, chuckling. “Better read the letter that came with it. You’ll probably have to provide a credit card number and pay a couple of hundred bucks to claim it.” He smirked. “It’s probably a…
Mary frowned at the local newscaster on the television. “I swear I have no idea what he’s talking about with this new tax law. He keeps talking about the estate tax this and the gift tax that. I have no clue what’s up and what’s down.” Her husband, John, replied, “Changes in the tax laws seem to affect everything. And…