Walnut Creek

• 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…

• Aging in Place
• Elder Care
• Family Care
• Family Transition
• Life Transitions
• Memory Care
• Mental Health
• Podcasts
• Retirement
• Uncategorized

087: Driving Assessment for Seniors: Don’t Wait Until It’s Too Late

• Alzheimer's Disease
• Beneficiaries
• Beneficiary Designation
• Business Planning
• Buyers Market
• Buying a Home
• Debt Settlement
• Decision-Making
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Transition
• Finances
• Financial Advisor
• Financial Planner
• Inheritance
• Investing
• Mortgage
• Moving
• Probate
• Probate Administration
• Real Estate
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

Kirsten Howe Interview on Fading Memories Podcast Blog: What Every Trustee & Beneficiary Needs to Know

• Asset Protection
• Estate Administration
• Estate Planning
• Financial Planning
• Financial Transitions
• Podcasts
• Retirement
• Retirement Asset Planning
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Uncategorized

086: Trust Failures: Don’t Let This Happen to You! (Continued!!)

• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Executor
• Family Care
• Family Transition
• Finances
• Financial Planning
• Financial Transitions
• Heirs
• Life Transitions
• Mortgage
• Real Estate
• Real Estate Agent
• Real Estate Market
• Real Estate Transaction
• Retirement Asset Planning
• Uncategorized

Kirsten Howe Interview on A Place of Possibility™ Podcast: Make Sure Your Estate Plan Still Works for You and Your Family

A 2022 survey conducted by Caring.com revealed that 1 in 3 Americans, who do not…

• Estate Planning
• Financial Planner
• Financial Planning
• Health Care
• Home Care
• Home Care Assistance
• Insurance
• Life Transitions
• Long Term Care
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Podcasts
• Trust Administration
• Trustee
• Trusts
• Uncategorized

084: Medi-Cal for All