Five Milestones for Young Adults That Reveal a Need for an Estate Plan
As young adults embark on the journey toward independence, many significant milestones exist to celebrate.…
3 weeks ago
Beneficiary Designation
What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
3 months ago
Heggstad Petitions – What are they and how are they useful?
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…
2 years ago
All About Taxes with an Estate Planning Flair: Part I
In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except…
3 years ago
New Duties for Successor Trustees When Settlor is Incapacitated
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
3 years ago
Absolute Trust Counsel Associate Attorney, Madison Gunn Interview: National Aging in Place Council Podcast: Conversations with Tara & Ryan
Big Three from the Podcast: It isn’t just the wealthy who need wills and trusts.…
3 years ago
Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy
Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations…
3 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…
6 years ago