Best Nursinghomemedicalplanning Podcasts (2024)

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149: Choosing a Child as Your Successor Trustee: Key Factors to Consider 8:14

2h ago8:14

8:14

Are you considering naming a child as your successor trustee? In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert explore the pros and cons of selecting a child for this crucial role. They break down key factors, including whether to name one child or multiple children as co-trustees, and the potential c…

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148: How to Choose the Right Successor Trustee for Your Trust 6:02

3d ago6:02

6:02

Are you prepared to name a successor trustee in your estate plan? Don’t worry if you’re unsure—this episode of Absolute Trust Talk will guide you through the process. We’ll break down the most important traits to look for in a successor trustee, such as trustworthiness, reliability, and the ability to seek professional advice when needed. Plus, we’…

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147: How to Legally Access a Loved One's Bank Account After Death 9:19

11d ago9:19

9:19

Have you ever faced the frustrating challenge of accessing a loved one’s bank account after their passing? You're not alone. In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert break down the complexities of this process into simple, actionable steps. They explain the different types of account ownership—whet…

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146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3 6:16

16d ago6:16

6:16

Navigating estate planning as a surviving spouse can be complex, especially when dealing with the intricacies of an A-B trust. In this episode of “Trustee and Executor Responsibilities: Best Practices and Pitfalls,” Kirsten Howe and associate attorney Jessica Colbert focus on the A-B Trust—an estate planning tool that was once commonly used to mini…

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145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2 7:32

23d ago7:32

7:32

Taking on the role of a trustee or executor can be daunting—and for good reason! With so many responsibilities and legal requirements, checking all the necessary boxes can feel overwhelming. In this episode of Absolute Trust Talk, we continue our discussion on trustee and executor duties, focusing on the critical importance of notices. For instance…

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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls 8:11

29d ago8:11

8:11

When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…

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143: Can You Avoid Probate without a Trust? 9:14

1M ago9:14

9:14

Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…

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142: Navigating Trust Administration with Real Property 18:12

2M ago18:12

18:12

Navigating the administration of a life estate trust with real property can be a complex task. In this episode of Absolute Trust Talk, Kirsten Howe is joined by Karen Fisher and Kathy Rodriguez of Bishop Fiduciary Services to delve into the intricacies of life estates involving real estate. They cover the unexpected responsibilities of a trustee, s…

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141: Managing Real Estate Assets as a Trustee 19:24

2M ago19:24

19:24

Managing a trust can be challenging, especially when it involves real estate assets. In this episode of Absolute Trust Talk, host Kirsten Howe welcomes Karen Fisher, founder of Bishop Fiduciary Services, and Kathy Rodriguez, a licensed professional fiduciary and co-trustee with Bishop Fiduciary Services. Together, we will explore the complexities o…

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140: Navigating Trust Complexities: The Family Home Dilemma 14:59

2M ago14:59

14:59

To all of our local Bay Area listeners, you may have heard about the recent story of a three-bedroom house listed for $488,000 in San Francisco’s Russian Hill with a tenant renting it for only $417 a month. How is that even possible?! If you’re as intrigued as we are, stick with us for this episode of Absolute Trust Talk, where we will be dissectin…

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139: Optimizing Your Portfolio with Alternative Investments 21:30

2M ago21:30

21:30

We’ve all heard the saying, “Don’t put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado…

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138: Beyond Profits: Tackling Key Issues for Business Longevity 19:11

3M ago19:11

19:11

In our latest episode, we welcome back Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management. Miguel previously offered an excellent inside look at financial planning for small businesses, and his insights were so valuable that we knew we had to have him on again. This time, we're diving deeper into the challenges that businesses often …

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137: Maximize Your Wealth: Expert Financial Strategies for Business Owners 16:57

3M ago16:57

16:57

Are you a business owner or partner? If so, you don’t want to miss this episode of Absolute Trust Talk! We’re exploring all things financial planning for business owners so you can transform your business success into personal wealth. Joining us is Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management, who specializes in tax minimizatio…

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136: Guardianship Explained: Essential Insights for Effective Estate Planning 35:53

4M ago35:53

35:53

Have you ever considered what would happen to your children if you passed away? It can be daunting and hard to think about; no one wants to plan for the possibility where they aren’t around to see their kids grow up. We often talk to clients who follow that old superstition that if they don’t think about it, then it won’t happen to them, so why pla…

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135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property 11:31

4M ago11:31

11:31

If you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as gifts or inheritances during marriage, while Communit…

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134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning 11:27

4M ago11:27

11:27

Did you know that in California, any property acquired while married is considered Community Property? This means that, regardless of who bought it, the ownership is split 50/50 in the case of divorce. It also means that if you die without valid estate planning documents, your spouse automatically receives 100% of the ownership. If we’re talking ab…

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133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets 11:42

4M ago11:42

11:42

When it comes to funding your trust with assets like cars, mobile homes, and boats, it can get a little complicated and confusing. For instance, do you know whether or not you need to retitle your cars to your trust? And when it comes to mobile homes, before you can even determine whether you should retitle it, you must first know if it’s registere…

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132: Trust Funding in a Digital World: Safeguarding Virtual Wealth 10:53

4M ago10:53

10:53

One area of estate planning that is largely overlooked is funding the trust. The first step is developing the trust. The second step is ensuring that all the assets you want included are properly transferred over as needed. This can be especially difficult in today’s digital-driven world because there are more and more places where funds can be sto…

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131: Drafting a Comprehensive Power of Attorney: What You Don't Know CAN Hurt You 12:43

5M ago12:43

12:43

Typically, when we think of estate planning, we only consider planning for after death. But what happens if you become incapacitated? That’s where a Power of Attorney enters the picture. Incapacity planning is a significant component that is just as important, if not more important, than most other aspects of estate planning. Think about it. If you…

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130: Exploring the OJ Simpson Estate: Probate and Creditor Claims 11:33

5M ago11:33

11:33

You know of the infamous murder trial involving OJ Simpson and the Goldman and Brown families that took place in the 90s. And in case you happened to miss the news, Simpson passed away recently, stirring up the family conflicts all over again. Here at Absolute Trust Talk, we have an affinity for celebrity estate drama, mainly because of the importa…

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129: Estate Planning Strategies to Reduce Family Conflict After Death 9:24

5M ago9:24

9:24

Family conflict after a loved one has passed is very common, but that doesn’t mean it can’t be avoided. In our years of experience in estate planning, we’ve seen many different scenarios play out and have a thorough understanding of the nuances that tend to cause these conflicts. The number one reason for disputes over a trust lies in the feeling t…

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128: Revocable or Irrevocable Trust: Which is Right for Me? 7:16

5M ago7:16

7:16

When we first begin working with a client who is setting up their estate plan and, more specifically, building a trust, the number one question we always get is whether they need a revocable or an irrevocable trust. For us, this is always an interesting and fun conversation because as soon as the client hears the difference, they immediately know w…

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127: Understanding Multigenerational Estate Planning Part 2 13:19

6M ago13:19

13:19

Welcome back! In our last episode of Absolute Trust Talk, we were joined by expert psychotherapist and certified coach Tess Brigham, MFT, BCC, to discuss the differences between generations and, more specifically, examine the unique dynamics between Baby Boomer parents and Millennial children. In this episode, we continue our conversation with Tess…

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126: Understanding Multigenerational Estate Planning Part 1 26:40

6M ago26:40

26:40

The battle between the generations is real and seems to be everywhere. Yes, generational divides even play a role in estate planning. In fact, estate plans nowadays are built around more diverse and multigenerational families than ever before. In this new episode of Absolute Trust Talk, we are joined by psychotherapist and certified coach Tess Brig…

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125: Cher Files for Conservatorship of Son Elijah Blue Allman Over Alleged Substance Abuse 7:36

6M ago7:36

7:36

Recently, the entertainment world has been abuzz with numerous high-profile conservatorship battles, and the latest to emerge involves iconic singer Cher. She has initiated a conservatorship petition concerning her son, Elijah Blue Allman, aiming to oversee the financial benefits he inherits from his father, the late Greg Allman's trust. Legal fili…

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124: Beach Boys Founder Brian Wilson Suffering from Dementia as Reps Seek Conservatorship 8:35

7M ago8:35

8:35

When you think of the Beach Boys, what comes to mind? We’re betting it’s not a complicated conservatorship case. Unfortunately, that’s what’s happening with the Beach Boys Founder, Brian Wilson. Mr. Wilson’s long-time wife had been his healthcare directive, but with her recent passing, it was discovered that no one was ever named as a backup. Now, …

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122: The Costly Truth of Ignoring Estate Planning Like Jay Leno 9:33

7M ago9:33

9:33

You may have heard the recent news that Jay Leno filed a conservatorship over his wife, Mavis Leno’s estate. The couple does not have an estate plan, and his goal is to gain special permission from the court to set up a plan for both of them. As Kirsten and Madison point out, the main issue is not what happens if Mavis dies but instead if Jay were …

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123: Why Can't I Change My Trust After My Spouse Passes Away? 24:27

7M ago24:27

24:27

At Absolute Trust Counsel, one of the pieces of advice we like to shout from the roof tops is that people need to keep their estate plans up to date! We constantly find people who fail to do so. In many cases, we can fix the challenges that arise, but sometimes, it may not be possible, and we must navigate a more difficult path. In this specific ep…

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121: What Happens When a Trustee, Executor or Beneficiary Dies? 25:34

8M ago25:34

25:34

If you’ve been following along with our show, you know that we can’t stress enough the importance of estate planning and setting up a trust to make things simple, cost-effective, and less time-consuming for your heirs. But even with the most comprehensive and well-thought-out estate plan, wrinkles can be thrown into the plan. It’s a lot of informat…

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120: Solutions to Common Real Estate Issues 43:36

9M ago43:36

43:36

Have you ever had a pesky neighbor encroaching on your land? Or perhaps they have decided to put a cell tower in that directly blocks the beautiful view that you bought your property for in the first place? Or maybe you’ve recently inherited the family home but share it with your siblings and cannot agree on what to do with it. How do you resolve t…

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119: Understanding the Basics of Probate Accounting 40:34

10M ago40:34

40:34

If you’re someone who is serving in the role of trustee, executor, conservator, or guardian, acting as a personal representative for someone’s estate in California, did you know that the state has specific guidelines for probate accounting? According to section 16062, the California probate code requires representatives to provide an accounting at …

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118: Do You Need an Estate Plan for Your Furry or Feathered Family Members? 27:27

11M ago27:27

27:27

You’ve probably heard stories of celebrities leaving their fortunes to their beloved pooches and thought, “How silly!” Sure, it’s unlikely that an animal needs millions of dollars - after all, what will they do with it? But if you’re a pet person, have you stopped to consider what will happen to your sidekick after you’re gone? People don’t think a…

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117: Celebrity Estate Planning Lessons: Senator Dianne Feinstein 14:43

11M ago14:43

14:43

You may have heard that Senator Dianne Feinstein passed away on September 29, 2023, and there is pending litigation between the Senator and her deceased husband, Richard Blum, as well as some new litigation regarding her estate. Two petitions have been filed by the Senator’s daughter, Katherine Feinstein. The first petition concerns the joint revoc…

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116: What are the Life Stages of a Special Needs Person? 39:00

12M ago39:00

39:00

You may have heard the sentiment that parenting is one of the most challenging yet most rewarding jobs there is. That is even more true when raising a child with special needs because they often come with unique challenges. It’s easy to quickly become overwhelmed mentally, emotionally, and even financially and physically at times. Your sense of nor…

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115: How This Social Model of Care is Improving Quality of Life for Those with Dementia 37:09

1y ago37:09

37:09

So many of our clients here at Absolute Trust Counsel struggle with dementia. In fact, it’s currently estimated that there will be 14 million people with dementia in the United States by 2060. That means there will be just as many, if not more, taking on the role of caregiver as well. Dementia patients and caretakers often suffer from isolation and…

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114: This Long-Term Housing Solution is Changing the Way Adults with Special Needs Live 41:26

1y ago41:26

41:26

The population of those with developmental disabilities is growing larger, and many in this group will need support of some kind for the rest of their lives. In most cases, this support comes from their parents, and every one of those parents worries about what will happen when they’re no longer able to provide that support. A 20-year study by the …

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113: How to Avoid a Chaotic “Casey Kasem” Estate Plan? 33:49

1y ago33:49

33:49

Actor and radio personality Casey Kasem occupied a singular place in American popular culture. As he counted down the hits for the week via his show, American Top 40, he was also doing something else that was decidedly more important — providing a sense of consistency that we could all rely on. World affairs might rattle us, and the financial marke…

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112: How to Access the Right Education Plan for a Child with Disabilities? 36:28

1+ y ago36:28

36:28

Education can open many doors in life, but if you’re the parent of a special needs child, it may seem like those doors are not only closed but padlocked, leaving you and you alone to chart the educational course for your special needs child. Nearly a half-century ago, the Education for All Handicapped Children Act, which became the Individuals with…

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111: How Does the Special Olympics Change Lives Outside of Sports? 24:49

1+ y ago24:49

24:49

In its 50+ years, the Special Olympics has served as a beacon of inclusion for aspiring athletes with disabilities. This now-worldwide institution started in 1968 in Chicago and was the brainchild of Eunice Kennedy Shriver — President John Kennedy’s sister. At that time, developmentally disabled children were often institutionalized and intentional…

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103: What is a “No Contest” Clause and When Does it Really Apply? 29:20

1+ y ago29:20

29:20

You’ll find no shortage of captivating stories in the realm of estate planning. Tales of barely legible handwritten notes found in obscure places that detail a decedent’s wish to bequeath their fortune to someone they had only just met. Or accounts of family members becoming estranged and a child or other loved one is left out of the estate, which …

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110: Free and Appropriate Public Education: How Do I Get One for My Special Needs Child? 29:24

1+ y ago29:24

29:24

Being the parent of a special needs child is an exceedingly demanding role that comes with innumerable responsibilities geared toward helping that child navigate the world around them in the most enriching and gratifying way. The most important of these responsibilities is seeing that the child receives the best education possible, maximizing their…

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109: Wondering How NFTs are Changing the Future of Fine Art? 29:23

1+ y ago29:23

29:23

At first glance, non-fungible tokens, or NFTs, would seem to have little place in the world of fine art. After all, they’ve only been around for nine years, and during that time, they’ve developed a reputation as an abstract form of digital currency only fully understood by tech-savvy early adopters. The mere mention of NFTs raises a bit of skeptic…

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108: Is Your Loved One Really Safe in Their Nursing Home? 31:14

1+ y ago31:14

31:14

It’s a scenario you’d never want to imagine — let alone experience — but it happens more often than you’d think. After doing hours and hours of research, and asking all the right questions to a list of skilled nursing facility candidates for a loved one who needs long-term care, you decided on what you believe was the best option. Later on, you com…

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107: What Are Commonly Overlooked Money Issues When Splitting Assets in a Divorce? 30:10

1+ y ago30:10

30:10

Whether you’ve experienced it yourself or have seen it happen to someone close to you, you’re likely to agree that there aren’t many life events that are more emotionally taxing than divorce. Two lives that have been bound together — by law and through shared experiences — are severed, and with that comes the necessities required to complete that b…

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106: What’s Left of the Presley Estate? Lessons Learned from Elvis & Lisa Marie 35:25

1+ y ago35:25

35:25

Ever since the mid-’50s, when “That’s Alright Mama” hit the airwaves and marked his rise to stardom, Elvis Presley has been lauded as one of the most galvanizing figures in the history of popular music. He became a household name as quickly as anyone ever had in his pre-social media time and would go on to have an incredible 149 songs make the Bill…

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105: AB Trust: Do You Have One? Do You Need One? 27:55

1+ y ago27:55

27:55

Ever open a closet drawer only to discover something from your past that’s long since been rendered obsolete? More often than not, this obsolescence comes by virtue of outdated technology — or, in the case of clothing, because of a shift in what’s considered fashionable. Think VHS players, a Sony Walkman . . . parachute pants. While you probably wo…

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104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners? 24:52

1+ y ago24:52

24:52

California’s Proposition 19 was passed as a constitutional amendment about two years ago amid quite a bit of confusion. A large part of this stemmed from the misleading rationale that positioned it mainly as a means to extend a financial lifeline to Californians whose homes were destroyed by wildfire or other natural disasters. This paved the way f…

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102: Bay Area Housing Market Prices, Trends, and What’s Next for 2023 28:48

1+ y ago28:48

28:48

For most of us — especially those nearing retirement age or are already there — our home is our most valuable asset, so it’s impossible not to focus on the many factors that affect its worth. While prices tend to go up over time, it’s short-term, as of late, that have caused some rather dramatic changes. When the pandemic hit, the primary residence…

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101: What Does My Family Need to Know About My Estate Plan Before it’s too Late? 31:20

2y ago31:20

31:20

The quest to follow a client’s wishes will always top the list of priorities for any conscientious estate attorney — keeping all parties concerned out of court likely runs not far behind — and while there’s no failsafe way to ensure that priority #2 is 100% achieved, having an honest and open communication among family members about your estate pla…

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100: Tips and Tools for Buying a Home Despite Rising Interest Rates 28:47

2y ago28:47

28:47

Since, for nearly everyone, a home mortgage represents the biggest — and most important — loan of all, rising interest rates have made home buying more of a challenge. But if you happen to be a prospective homeowner, that’s no reason to give up. The connection between the Fed raising interest rates and experiencing more pain in your wallet when you…

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