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A lot of times, we meet with trustees who are working away, doing their job, but we find they forget to make some very important notifications. If you’re a trustee who hasn’t notified the Department of Healthcare Services in the state of California, you could get in a lot of trouble. [Ad] We can help ensure that you don’t miss a step. Schedule a free consultation, and let’s discuss your needs.https://absolutetrustcounsel.com/trus...nnn[AD] Your Trust Administration Guide Let Us Help Yo
⏲ 1 min 52 sec ✓ 20-May-2023
So many of our clients are struggling with dementia, either as patients or as caregivers. Being a dementia patient can be very isolating.Friends and family gradually become scarce, and many of the activities that patients used to enjoy become just too difficult. And caregiving is a difficult, never-ending, and lonely job. The worlds of the patient and the caregiver can become very small and joyless.nnOur guest in this episode, Daphne Johnston, the Executive Director of Respite for All, envisio
⏲ 24 min 11 sec ✓ 27-Aug-2023
“The standard of estate planning is where we leave everything to our kids if you have them. But there might be other people in your life who could also benefit, which doesn’t mean you have to leave them money.” As Kirsten points out, there may be family members you could support after death, whether it be education funds or gifting real estate. Our team always recommends sitting down with an attorney who can help you consider all the ‘what if’ possibilities. Does this sound like the ki
⏲ 1 min 38 sec ✓ 05-Aug-2023
At Absolute Trust Counsel, our job is to protect the trustee and make sure they do their job right. This includes guiding them on how to use the trust money wisely, so everyone benefits from the process, procedures, and job being done. Sound like the type of support you need? We can help. Schedule a free consultation, and let’s discuss your needs. https://absolutetrustcounsel.com/trus...nn[AD] Your Trust Administration Guide Let Us Help You Get the Legal Work that Has to Happen DonennNavigate
⏲ 1 min 4 sec ✓ 20-May-2023
Have there been recent changes in your life? Have you gotten remarried, bought or sold a property, or have there been challenges with your health? Those all may require a different way of doing things in your estate plan, so it is worth reviewing to ensure your plan is up-to-date and will still work for you to meet your needs and wishes. https://bit.ly/3owzV0R [AD] When was the last time you updated your estate plan? If it’s been a while, you should take a look. Our team can assist if needed.
⏲ 2 min 14 sec ✓ 05-Aug-2023
Do you have an advanced healthcare directive? Everyone over the age of 18 should have one; why? What if you were to get in a car accident, have a stroke, or be presented with a dementia diagnosis? Who would be responsible for making your medical decisions on your behalf if you can’t? As your healthcare agent, they can sign consent forms, interact with doctors, and more to ensure you get the care you need. https://bit.ly/3owzV0R [AD] Do you need help putting your advanced healthcare directive i
⏲ 31 sec ✓ 05-Aug-2023
The COVID pandemic required many of us to up our technology game – buying new devices and learning new apps were necessary to continue many of our regular activities and to stay in touch. But for those of us who weren’t raised with a keyboard and a mouse, technology is often not intuitive. Fortunately, there is a solution. Senior Planet, an AARP affiliate, provides classes, workshops, one-on-one support, even an 800 helpline to help us out with our tech issues, and so much more.nnnIn this ep
⏲ 17 min 90 sec ✓ 11-Sep-2022
Estate planning can be difficult for people to face, and unfortunately, it doesn’t get any easier when guardianship comes up. Many young families struggle with the decision-making around this – no one wants to think about what will happen to their children if they are no longer around. But as much as parents try to avoid it, it is one of the most critical decisions parents can make. We often find that clients are surprised by how complex guardianship can be. It is not quite as simple as jott
⏲ 16 min 19 sec ✓ 11-Sep-2022
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. nnWhen the pandemic hit, the primary residence became a hot commodity. Why? Because people were spending 24/7 in their homes, working, and living in one space. In the Bay Area, that caus
⏲ 21 min 68 sec ✓ 31-Dec-2022
Suppose you’re a beneficiary who has an objection to the trust. In that case, you must notify the attorney and get yourself an attorney because you will likely be going to probate court for a solution. [Ad] Do you need help with the next steps? Looking for the right litigation attorney but don’t know where to turn? We can help. Get in contact with our team by calling 925.943.2740 or https://absolutetrustcounsel.com/trus...nn[AD] Your Trust Administration Guide Let Us Help You Get the Legal W
⏲ 65 sec ✓ 20-May-2023
Did you know that the property tax laws have changed the rules on parent-child exclusions? It will now only be filed if the property in question was the decedent’s primary residence and is set to be the child beneficiary’s primary residence. That’s the only way to get a break on property taxes. Pro Tip: It must be filed within the first year after the death, or the property will still be reassessed. So don’t wait! https://absolutetrustcounsel.com/trus...nn[AD] Your Trust Administration G
⏲ 1 min 63 sec ✓ 20-May-2023
If you are supporting someone financially or letting a family member live in your home or rental home, will you still be able to support them after you become incapacitated or pass away? If it’s not explicitly written in your trust, then no. Your trustee may have to kick them out, charge them rent, or stop paying them money. If you want to continue to support those who depend on you, make sure it is included! https://bit.ly/3owzV0R [AD] Estate planning addresses so many important factors about
⏲ 3 min 22 sec ✓ 05-Aug-2023
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