loader from loading.io

022: Estate Organizing 101 with Professional Estate Organizer Meg Connell

Absolute Trust Talk

Release Date: 12/18/2018

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

Absolute Trust Talk

In the final episode of our comprehensive healthcare planning series, Kirsten and Ariana tackle one of the most misunderstood areas of healthcare planning: life-ending decisions. This episode cuts through the confusion to deliver clear, factual information about California's End of Life Option Act, the strict requirements for assisted suicide, how passive and active euthanasia differ, and why many people don't actually qualify for the options they think exist. You'll also learn how California compares to other states and what alternatives exist internationally. Whether you're planning for...

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

Absolute Trust Talk

In this all-new episode of Absolute Trust Talk, Kirsten Howe and Associate Attorney Ariana Flynn explore a refreshing change of pace: a celebrity estate plan that appears to have been well-structured and executed effectively. Following the July 22, 2025, passing of heavy metal legend Ozzy Osbourne, his $230 million estate seems to be transitioning smoothly without probate litigation or family disputes.   The hosts examine what the Prince of Darkness did right, from clear beneficiary designations to keeping valuable intellectual property assets within family control. They also dive...

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

Absolute Trust Talk

In this second episode of their comprehensive healthcare planning series, Absolute Trust Talk hosts Kirsten Howe and Ariana Flynn tackle the critical medical orders that work alongside your legal documents: DNR (Do Not Resuscitate) orders and POLST (Physician Orders for Life Sustaining Treatment) forms. Unlike the legal documents discussed in Part 1, these are doctors' orders that emergency responders must follow—but only if they can see them. The attorneys reveal the shocking legal reality that paramedics are required to perform CPR on anyone they find unconscious unless they have a valid...

info_outline
189: Your Healthcare Voice: Understanding Advanced Directives show art 189: Your Healthcare Voice: Understanding Advanced Directives

Absolute Trust Talk

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Ariana Flynn tackle one of the most misunderstood aspects of estate planning: advanced healthcare directives. This is part one of a comprehensive three-part series covering end-of-life and healthcare planning. The attorneys break down the two critical legal documents every adult needs, regardless of age or wealth. They explain why everyone 18 and older must have an Advanced Healthcare Directive, revealing the shocking truth that parents lose all legal authority over their adult children's medical decisions the...

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

Absolute Trust Talk

In the compelling finale of this three-part insurance series, host Kirsten Howe and insurance expert Dean Myers tackle the coverage that keeps business owners up at night—cyber insurance. Dean shares fascinating real-world stories, from ransomware attackers offering customer service hotlines to disgruntled employees planting digital "time bombs" in company systems. You'll discover why this isn't just another insurance policy but essential business survival protection that covers everything from system failures to deepfake fraud. Dean reveals the surprising realities about whether companies...

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

Absolute Trust Talk

Most professionals know they need insurance, but many don't realize their general liability coverage has significant gaps when it comes to professional services. In this episode of Absolute Trust Talk, host Kirsten Howe continues her conversation with Dean Myers, owner of Core Insurance Agency, to explore errors and omissions insurance—specialized coverage designed specifically for professional liability risks. Discover which professions beyond doctors and lawyers should consider E&O coverage, including architects, engineers, accountants, and contractors who incorporate design elements...

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

Absolute Trust Talk

In this episode of Absolute Trust Talk, California estate planning attorney Kirsten Howe examines the explosive trust dispute erupting over Jimmy Buffett's $275 million estate. When the legendary Margaritaville songwriter passed away, he left his fortune in an irrevocable trust with his widow Jane Buffett and co-trustee Richard Mozenter managing the assets together. Now they're locked in competing estate litigation across Florida and California, each seeking to remove the other as trustee through costly court battles.   This high-profile celebrity estate case illustrates why...

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

Absolute Trust Talk

Many business owners purchase insurance without truly understanding what they're buying or what critical coverage they might be missing. Host Kirsten Howe addresses this knowledge gap by welcoming Dean Myers, owner of Core Insurance Agency, to reveal the fundamental insurance coverage every business owner needs before opening their doors. Dean, who specializes in errors and omissions insurance for lawyers, accountants, doctors, and professional trustees, breaks down the three critical pillars of business insurance: workers' compensation, general liability, and property insurance.   ...

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

Absolute Trust Talk

In this episode of Absolute Trust Talk, host Kirsten Howe examines the estate complications following One Direction member Liam Payne's tragic death in Argentina in fall 2024. At just 30 years old, Payne left behind a $32 million estate—but no will. His complex assets include performance income, solo artist earnings, brand deals, music publishing rights, and venture investments. Without estate planning, his 8-year-old son Bear becomes the sole intestate heir, inheriting the full amount at age 18. Kirsten analyzes the cascading problems: massive probate fees (at least $376,000 in...

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

Absolute Trust Talk

In this final installment of Absolute Trust Talk's international estate planning series, host Kirsten Howe concludes her conversation with estate planning specialist Janet Brewer, addressing one of the most common cross-border scenarios: U.S. citizens who own property abroad. Janet, with over 30 years of experience serving Silicon Valley's international clientele, explains why simply leaving foreign property to your US trust won't work, since most countries don't recognize trusts at all.   This episode highlights the crucial distinction between countries that recognize trusts...

info_outline
 
More Episodes

When a family is grieving the loss of a loved one or an older couple is ready to move on to the next chapter in their lives by downsizing their lot, it can be overwhelming. Where do you start when you have a whole lifetime of stuff?

Professional estate organizer Meg Connell joins Absolute Trust Talk host Kirsten Howe in the studio for an all-new episode to discuss the estate organizing process. With over 20 years of organizing experience, eight years of experience at a Fortune 500 consulting firm, and a degree in interior design and architecture, Meg, along with her team at TheOrganizedOne, brings unique qualifications to the estate distribution process. In this episode, Meg shares what it is that an estate organizer does, the steps that her team goes through, and how she determines what distribution process might be necessary for one family versus another. Meg also discusses how she works with other professionals and outside resources to help fully manage the tangible property items of an estate.

Top Takeaways Episode #022:

1. Plan ahead! Don’t leave your family with a mess.

2. It’s only stuff.

Time-stamped Show Notes:

3:07 – What is an estate organizer?

9:40 – Is there a demand for an estate organizer when the children or heirs are living far away?

13:26 – What is the process an estate organizer goes through when the occupant has passed?

17:40 – Meg describes how an estate organizer bills for the work done.

18:29 – Kirsten and Meg discuss how to determine whether an estate sale is necessary and what the alternatives are.

24:43 – Where do you start when you walk into a home, and it’s packed to the gills with stuff or a hoarding situation?

29:40 – Meg shares some of the most interesting things she has found in a home.

34:45 – Why it’s important to have a plan for personal property

40:01 – How long does an estate organization project take?

Episode #022 Freebie:

Getting estate affairs in order is no easy task, regardless of whether the person is still alive or not. Absolute Trust Talk guest and estate organizing professional Meg Connell is sharing a resource guide exclusively for listeners. This resource guide lists places that can help you with your estate planning and estate organizing – even your estate clean outs. If you don’t know who to talk to or how to get started, this tool is for you and your family. Click here to download your copy now!

Resources/Tools/Links Mentioned in This Episode:

The White Elephant Sale – Oakland Museum

East Bay Depot