Kirsten Howe

• Asset Protection
• Capital Gains
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Federal Taxes
• Generation-Skipping
• Gifting
• Legacy Giving
• Married Couples
• Mortgage
• Moving
• Property Tax
• Property Taxes
• Tax Planning
• Tax Return
• Trustee
• Trusts

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…

• Advanced Planning
• Caregivers
• Decision-Making
• Estate Planning
• Family Care
• Guardianship
• Incapacity
• Incapacity Planning
• Podcasts
• Trusts
• Uncategorized
• Wills
• Young Families

093: Guardianship: There’s More to It Than You Think!

• Asset Protection
• Bank account
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Citizenship
• Copyright
• Copyright Asset
• Debt and Credit
• Debt Settlement
• Decision-Making
• Dementia
• Distribution of Assets
• Divorce
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
• Health Care
• Life Insurance
• Married Couples
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Reverse Mortgages
• Social Security
• Unmarried Couples
• Veteran's Benefits
• Veterans

What Important Documents Should You Always Keep Handy?

As estate planning and trust administration attorneys, we run into quite a few issues regularly…

• Asset Protection
• Estate Planning
• Federal Taxes
• Finances
• Investing
• Investments
• Investor
• IRS
• Podcasts
• Real Estate
• Tax Planning
• Uncategorized

092: Is a 1031 Exchange Right for Your Real Estate Sale?

• Aging in Place
• Assisted Living
• Baby Boomers
• Buying a Home
• Care Decisions
• Caregivers
• Community
• Decision-Making
• Elder Care
• Estate Planning
• Family Care
• Family Transition
• Independent Living
• Long Term Care
• Married Couples
• Mental Health
• Moving
• Nursing Homes
• Personal Care
• Podcasts
• Residential Organizing
• Resources
• Retirement
• Skilled Nursing Facility

091: How to Support Your Parents Through a Downsizing Move

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right

• Asset Protection
• Care Decisions
• Contractual capacity
• Dementia
• Diabetes
• Elder Care
• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Care
• Health Care
• Hearing Loss
• Incapacity Planning
• Infections
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Memory Care
• Mental Health
• Personal Care
• Power of Attorney
• Resources
• Testamentary Capacity
• Thyroid Disease
• Trustee
• Trusts
• Uncategorized
• Vision Loss
• Wills

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care…

• Disability
• Disability Income Benefits
• Estate Planning
• Financial Planning
• Income Benefits
• Insurance
• Mortgage
• Podcasts
• Property Tax
• Property Taxes
• Trusts

089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits

• Beneficiaries
• Business Planning
• Elder Financial Abuse
• Emergency Planning
• Estate Planning
• Financial Planning
• Incapacity Planning
• Legacy Planning
• Podcasts
• Power of Attorney
• Succession Planning
• Tax Planning
• Trustee
• Trusts
• Uncategorized

088: Incapacity Failures: Plan Ahead So Your Plan Works for You

• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Planning
• Family Care
• Family Transition
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Succession Planning
• Trust Administration
• Trustee
• Trusts

New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…