The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
4 days ago
Succession Planning
Planning for the Inevitable: What Happens to US Savings Bonds After You Die
Death is a topic many of us prefer to avoid, but as responsible adults, planning…
7 months ago
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
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
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
005: How to Help Your Children Own a Home the Right Way with Denae Budde
In this episode, Kirsten talks to Denae Budde, managing shareholder of Budde Law Group, a…
7 years ago
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…
7 years ago