050: Phishing for More: What You Need to Know About the Latest COVID Scams
Release Date: 11/04/2020
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
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
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
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
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
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
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
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
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
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.
info_outlineFraudulent schemes aren’t uncommon, especially among our senior populations. Since COVID began, we’ve seen a few interesting twists pop up. Scammers have become even more creative at seizing opportunities as they arise. That’s why it is vital to take the necessary steps to protect yourself, your loved ones, and your assets.
In a new episode of Absolute Trust Talk LIVE, Kirsten will review some of the latest scams that have made their way onto the scene and highlight some important things you can do to protect yourself and your family. It’s more difficult now, but more important than ever to stay connected – especially to our senior family members. We hope you will take the time to listen and share this episode with your friends, family, and loved ones.
Big Three from Episode #050:
- This pandemic or new environment that we’re in has opened a new market for a twist on scams.
- If anyone is calling you from the government asking for personal financial information – don’t give it to them.
- The best defense for older adults who are scammed – an up-to-date estate plan.
Time-stamped Show Notes:
3:00 – How has the pandemic changed the way scammers get you?
5:08 – This is one of Kirsten’s top tips for making new or unusual purchases
6:00 – These types of scams involve people trying to obtain your private financial information
6:41 – Fun fact - the government is not calling you for information!
8:29 – These types of fake people are calling to know more about your medical situation
10:06 – These types of scams happen more so to this age group
10:26 – This is one of the best defenses against these scammers
10:58 – What do you do if you have a parent who really needs to go into an assisted living situation because they cannot safely live at home anymore, but they refused to move
12:17 - What is the best kind of power of attorney, springing or immediate
13:58 – Kirsten reviews the information on the IRS website that she talked about earlier in the podcast
[Ad] Do you have a plan that would enable a trusted family member to step in to protect you from predators? Regardless of whether you have an estate plan or not, we can help review or put a plan into place to cover your bases and safeguard your assets from those who could try to take advantage of you. Scammers wait for no one. Schedule a free discovery call, and let’s discuss your needs today.