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All Episodes

Absolute Trust Talk — 107 episodes

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Title
1

211: Childfree Wealth: Who's Your Long-Term Care Plan If You Don't Have Kids?211:

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210: Aging in Place, Part 2: How JoeyCo Home Sharing Actually Works

3

209: Aging in Place: How JoeyCo Matches Older Adults with Student Housemates

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208: Downsizing on Your Terms, Part 2: Buy First, Sell Later

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207: Downsizing on Your Terms: Moving After 55

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206: Estate Planning Misses: The Mess You Leave Behind

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205: Estate Planning Misses: How to Document a Loan or Gift to Your Child

8

204: Estate Planning Misses: Addressing Separate Property in a Joint Trust

9

203: Estate Planning Misses: How to Make Cash Available Immediately After Death

10

202: Estate Planning Misses: The Timeshare Problem No One Talks About

11

201: Estate Planning Misses: What Happens When Your Custodial or 529 Account Has No Successor

12

200: Why Your Health Savings Account Needs a Beneficiary

13

199: Your Power of Attorney Is Valid—So Why Won't Anyone Accept It?

14

198: California's Medi-Cal Asset Limit Returns in 2026—Are You Prepared?

15

197: O.J. Simpson's $58 Million Problem: What His Probate Teaches Us

16

196: Bitcoin Demystified (Part 3): Currency, Sustainability, and Social Impact

17

195: Bitcoin Demystified (Part 2): The 3 Ways to Own Bitcoin

18

194: Bitcoin Demystified (Part 1): Why 1 in 7 Americans Own Bitcoin

19

193: URGENT: California Medi-Cal Asset Limits Return in 2026 - How to Prepare NOW

20

192: Your Healthcare Voice (Part 3): Understanding Assisted Suicide, Euthanasia, and End-of-Life Options

21

191: When Rock Royalty Gets Estate Planning Right: Lessons from Ozzy Osbourne's $230M Legacy

22

190: Your Healthcare Voice (Part 2): Emergency Medical Orders

23

189: Your Healthcare Voice: Understanding Advanced Directives

24

188: Are You Risking Everything? The Insurance Your Business Can't Operate Without (Part 3)

25

187: Are You Risking Everything? The Insurance Your Business Can't Operate Without (Part 2)

26

186: Jimmy Buffett's $275M Trust Battle: Why Co-Trustees Can Destroy Your Estate Plan

27

185: Are You Risking Everything? The Insurance Your Business Can't Operate Without

28

184: From One Direction to No Direction: What Liam Payne's Estate Teaches Us About Planning

29

183: Beyond Borders: International Estate Planning Essentials for Families (Part 3)

30

182: Beyond Borders: International Estate Planning Essentials for Families (Part 2)

31

181: Beyond Borders: International Estate Planning Essentials for Families

32

180: Divorce in Progress: Safeguarding Your Estate Plan Before It's Final (Part 2)

33

179: Divorce in Progress: Safeguarding Your Estate Plan Before It's Final

34

178: 3 Critical Estate Planning Lessons from Richard Simmons' Legacy Battles

35

177: Inside the Heated Padres Inheritance Feud: What It Teaches Us About Sound Estate Planning

36

176: Behind the Headlines: Gene Hackman's Estate Plan and What We Can Learn

37

175: The Valuation Puzzle: What Your Assets Are Really Worth: Part 2

38

174: Part 1: The Valuation Puzzle: What Your Assets Are Really Worth

39

173: Stop Family Feuds: Expert Tips for Probate Real Estate Sales

40

171: IRS Audits Uncovered: What Triggers Them and How to Prepare

41

172: IRS Audits Uncovered Part 2: Protests and Appeals Explained

42

170: How to Secure Your Estate: Insights from O.J. Simpson's Latest Legal Drama:

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169: Understanding Probate Part 3: How to Get Your Will Admitted to Probate

44

168: Understanding Probate Part 2: What Exactly Is a Will?

45

167: Understanding Probate: A Closer Look at the Personal Representative's Duties

46

166: Don't Fall for Disaster Scams: Tips to Safely Support Fire Relief Efforts

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165: When 'I Wish' Isn't Enough: Precatory Clauses and the Mangione Family Estate

48

164: Shielding Your Legacy: How to Avoid Estate Litigation Pitfalls

49

163: Courthouse Confessions: Inside Trust and Estate Litigation

50

162: Untangling Community vs. Separate Property Issues in Estate Planning (Part 2)

51

161: What's Yours, Mine, and Ours? Untangling Community vs. Separate Property in Estate Planning

52

160: Celebrity Probate Case Files: O.J. Simpson

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159: Trustees' Checklist: Essential Notices You Can't Afford to Miss

54

158: Avoiding Trustee Liability: Critical Steps Before Distributing Assets

55

157: Avoiding Probate Hassles: Understanding California's 2025 Law Change

56

156: Probate Alternatives: Real Estate Affidavits and Succession Petitions Explained

57

155: Spousal Property Petitions: An Easier Alternative to Probate

58

154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit

59

153: AB Trusts After 2013: What You Need to Do Now

60

152: The Truth About AB Trusts: Will Your Wishes Be Followed?

61

151: Is an AB Trust Right for You? Essential Insights for Married Couples

62

150: Third-Party Trustees: A Smart Choice for Your Estate Plan?

63

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

64

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

65

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

66

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

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

68

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

69

143: Can You Avoid Probate without a Trust?

70

142: Navigating Trust Administration with Real Property

71

141: Managing Real Estate Assets as a Trustee

72

140: Navigating Trust Complexities: The Family Home Dilemma

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139: Optimizing Your Portfolio with Alternative Investments

74

138: Beyond Profits: Tackling Key Issues for Business Longevity

75

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

76

136: Guardianship Explained: Essential Insights for Effective Estate Planning

77

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

78

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

79

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

80

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

81

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

82

130: Exploring the O.J. Simpson Estate: Probate and Creditor Claims

83

129: Estate Planning Strategies to Reduce Family Conflict After Death

84

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

85

127: Understanding Multigenerational Estate Planning Part 2

86

126: Understanding Multigenerational Estate Planning Part 1

87

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

88

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

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

90

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

91

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

92

120: Solutions to Common Real Estate Issues

93

119: Understanding the Basics of Probate Accounting

94

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

95

117: Celebrity Estate Planning Lessons: Senator Dianne Feinstein

96

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

97

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

98

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

99

113: How to Avoid a Chaotic "Casey Kasem" Estate Plan?

100

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

101

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

102

103: What is a "No Contest" Clause and When Does it Really Apply?

103

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

104

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

105

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

106

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

107

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