201: Estate Planning Misses: What Happens When Your Custodial or 529 Account Has No Successor
9 months ago
Succession Planning
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…
2 years ago
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…
3 years ago
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
4 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…
4 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…
8 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…
9 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…
9 years ago