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045: California Exit Strategy: Trends, Moving Planning, and More

Absolute Trust Talk

Release Date: 08/06/2020

065: Diablo Valley Foundation for the Aging: A Valuable Community Resource show art 065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

Absolute Trust Talk

In today’s episode of Absolute Trust Talk, Kirsten sits down with Jody Iorns, Executive Director of the Diablo Valley Foundation for the Aging (DVFA). DVFA is a nonprofit that has been providing services to seniors in Contra Costa County since 1975. Kirsten and Jody dive into the organization’s history and break down all the benefits and support provided to seniors and their families to maintain quality of life. Where you’re local to the area or not, this is an episode you don’t want to miss.

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064: Trust Failures: Don’t Let This Happen to You show art 064: Trust Failures: Don’t Let This Happen to You

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten sits down with fellow Absolute Trust Counsel attorney Madison Gunn. As a fellow expert, Madison joins Kirsten to discuss some of the most common trust administration failures and what you need to do to avoid these issues with your own estate plan. No matter what stage of the trust administration journey you’re in, you’ll want to listen to this podcast and protect the future of your legacy and your beneficiaries.

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063: Aging in Place: It Takes a Village show art 063: Aging in Place: It Takes a Village

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten sits down with board-elected president Larry Toy of Lamorinda Village. Lamorinda is a 501(c) (3) non-profit developed as a community-based network of people ages 55 and older that offers support and connections to help older adults stay connected and thriving while aging in place. Larry and Kirsten dive into the programs and services that the village offers as well as how people can join and get involved.

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062: Hiring Home Caregivers: Know the Law show art 062: Hiring Home Caregivers: Know the Law

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten sits down with Jon Babione of Ferber Law. He practices in a broad range of employment matters, including discrimination, harassment, wrongful termination, and wage and hour claims, in the state and federal courts and the office of the Labor Commissioner. Jon and Kirsten discuss the requirements involved, and Jon provides some best practices to follow when hiring a caregiver to avoid any legal issues.

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061: Keys to a Successful Transfer of Wealth show art 061: Keys to a Successful Transfer of Wealth

Absolute Trust Talk

In this Absolute Trust Talk episode, Kirsten sits down with Richard Del Monte of the Del Monte Group to discuss the underlying reasons why wealth transitions so often fail. They also look at the tools and processes he recommends for families who want to avoid that fate. With more than 35 years of experience, Richard excels in guiding clients through challenging life transitions and finding ways to make seemingly out-of-reach financial goals become a reality.

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060: Navigating the World of Senior Living Communities show art 060: Navigating the World of Senior Living Communities

Absolute Trust Talk

In a new episode of Absolute Trust Talk Live, Kirsten sits down with placement expert Juliane Bigelow, founder of CareQuest, a local placement agency helping families in Alameda and Contra Costa counties. Listen in to hear a thorough discussion on all the options available, what kind of care is available, general costs, and more. No matter where you are in the planning or decision process, this episode will highlight all the factors you should consider.

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059: Resolving Family Conflict Through Elder Mediation show art 059: Resolving Family Conflict Through Elder Mediation

Absolute Trust Talk

In a new episode of Absolute Trust Talk, Kirsten sits down with Katharina Dress, MA. A mediator and facilitator who specializes in helping families understand each other’s viewpoints, reach an agreement, and ultimately make the best decisions about care and planning for aging loved ones and their families. Listen in to learn more about the issues Katharina sees among family members, what causes tension, and some of the approaches she uses to resolve conflict successfully.

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058: The Importance of Guardianship in Your Estate Plan show art 058: The Importance of Guardianship in Your Estate Plan

Absolute Trust Talk

In a new episode of Absolute Trust Talk Live, Kirsten discusses the different types of guardianship in California, the process of guardianship, factors to consider when choosing a guardian, and more. Naming a guarding for your child(ren) and the work that goes along with it is largely misunderstood. Tune in to get the facts and find the right next steps for including guardianship in your estate plan.

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057: Estate Tax Returns: Why You Might Want to File Anyway show art 057: Estate Tax Returns: Why You Might Want to File Anyway

Absolute Trust Talk

In a new episode of Absolute Trust Talk Live, Kirsten sits down with CPA Margaret Schopp. Margaret’s firm, Schopp & Co., focuses on trust and estate tax returns, including Form 706 for (portability). Listen in as Kirsten and Margaret break down the estate tax return process, discuss how to calculate it, and review the significant benefits as well as some common mistakes to avoid. Even if you don’t meet the current estate tax exemption, you might want to file anyway.

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056: 5 Mistakes to Avoid When Moving Senior Parents  show art 056: 5 Mistakes to Avoid When Moving Senior Parents

Absolute Trust Talk

In a new episode of Absolute Trust Talk Live, we are thrilled to welcome Seniors Real Estate Specialist Dayna Wilson of Keller Williams. Dayna and her team have over a decade of experience providing comprehensive senior-friendly transition services, handling virtually every facet of the process. Today, she dives into what that process looks like, why and how to start planning now, tips on communicating with parents, and strategies for a successful move.

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More Episodes

Reasons to move out of California, or if you’re thinking more local, out of the Bay Area, may range from a lower cost of living, lower taxes, less crowding, retirement, following family, or simply a change of pace. But it’s no secret that the extensive list of things that need to be done for moving can be overwhelming. How do you start? Where do you start? And when planning ahead, how far in advance should you start?

In a new episode of Absolute Trust Talk LIVE, we are happy to welcome guest Scott Fuller, relocation expert and founder of LeavingTheBayArea.com. As the top resource for helping clients navigate the moving process systematically, Scott brings a wealth of information on the type of moving trends in the Bay Area and across the state. Scott and Kirsten will also examine how COVID-19 has impacted the market and the relocation process. Moving is a big job, but when you have the right plan and thought process in place, you will be able to smoothly check off all the “to-dos” on your list and move like a pro.

Big Three from Episode #045:

  1. Moving isn’t just about logistics. It’s also about being mentally and emotionally prepared as well.
  2. Are you ready to move, but not sure where? Take time to sit down and visualize the process and visualize your goal for making a move.
  3. While there are a lot of people moving out of California, there are just as many relocating within the state to lower density areas – especially now with COVID.

Time-stamped Show Notes:

3:29 – Who is moving out of California, and why?

5:02 – Are people moving just moving out of state, or are they moving to other parts of California?

6:23 – Scott discusses the impact COVID has had and will have on this California moving trend

7:43 – Scott shares some interesting stats and trends that are coming out of the bay area

10:07 – Kirsten and Scott discuss the most common relocation challenges today

15:27 – How far in advance should someone start planning a move?

17:35 – Scott discusses how to prep for moving your items

22:43 – Kirsten and Scott talk about some of the most popular out of state locations people are moving to

Episode #045 Freebie – 12 Step Roadmap to Your Next Destination

When moving, it’s essential to have a plan, something that breaks down the process and helps you transition from point A to B, and so on. And for the average person trying to develop that plan, and then put it into play can be daunting. Today’s guest, relocation expert Scott Fuller, is sharing exclusive access to his thoughtfully curated planning resource, “12 Step Roadmap to Your Next Destination.” This 12-step roadmap will help you break down each step of your next move making it more manageable and less stressful. It’s time to plan your move like a pro. Download your free copy now! 

Resources/Tools/Links Mentioned in This Episode:

Zumper.com

LeavingTheBayArea.com

U-Haul Migration Trends

[Ad] No matter what the reason, moving can have a significant impact on your estate plan. It’s important to review your plan with your attorney to go over any positive or negative changes as well as strategies for helping to minimize the tax impact on your estate. As experts in California law, we can help modify or build an estate plan to meet your needs. Schedule a free discovery call today, and let’s get started!