Financial Transitions

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Whom Should We Name as Trustee of Our Child’s Special Needs Trust?

• Asset Protection
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107: What Are Commonly Overlooked Money Issues When Splitting Assets in a Divorce?

• Celebrity Estates
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106: What’s Left of the Presley Estate? Lessons Learned from Elvis & Lisa Marie

• Care Decisions
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104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?

• Celebrity Estates
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097: Estate Planning Lessons from the Rich and Famous

• Care Decisions
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• Special Needs Family
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• Uncategorized

095: Special Needs Care Planning: It’s About More Than Just Legal Documents

• Asset Protection
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• Distribution of Assets
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Why Do I Have to File a Probate if My Family Member Had a Trust?

In California, owning assets in a revocable trust enables your family to avoid probate, a…

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061: Keys to a Successful Transfer of Wealth

Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth…

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051: Financial Planning for Women in Transition

Big Three from Episode #051: As a woman, no matter what transition you are going…

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• Funeral Planning
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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…