Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed
12 months ago
Beneficiary Designation
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…
1 year 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…
2 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…
2 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.…
2 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…
2 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
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…
6 years ago
012: Protecting Your Creative Expression – The Nature of Copyright
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek copyright law expert Kelley…
6 years ago