050: Phishing for More: What You Need to Know About the Latest COVID Scams
Release Date: 11/04/2020
086: Trust Failures: Don't Let This Happen to You! (Continued!!)
Absolute Trust Talk
Over the past few years, we’ve seen an influx of trust administration cases. And with nearly every trust and every client, there has unfortunately been some sort of planning failure. Some of them are small, easy fixes, while others are bigger challenges that cost more time and money. The worst part is that they could have been avoided if the right thought process and planning were in place from the start. It’s true there is a lot to think about when it comes to setting up your trust and estate plan, but to truly protect your legacy and beneficiaries, you must think through a variety of...
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085: Estate Planning Changes Late in Life: Is it Real or is it Elder Abuse?
Absolute Trust Talk
Often, when an older adult modifies their estate plan, they are doing it of sound mind because of a change in their wishes. However, there are instances when an older adult makes the change because they are being pressured by someone who is taking advantage of their vulnerability and trust. Unfortunately, this happens more often than not. In the legal world, this is referred to as “undue influence,” which is considered a form of elder abuse. In a new episode of Absolute Trust Talk, host Kirsten Howe is joined by RMO LLP’s founding partner, Scott Rahn. Scott’s firm is a national probate...
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084: Medi-Cal for All
Absolute Trust Talk
Did you know that as of July 1, 2022, there will be some significant changes in the eligibility rules for Medi-Cal? Medi-Cal is the California implementation of Medicaid and something that many people depend on. Unfortunately, if you need Medi-Cal help now, these changes won’t be rolled out in time. But if Medi-Cal is something you’re planning on down the road, then these new law changes may help. Many more Californians will qualify for this support to help pay for nursing home care without spending down their assets or doing complicated asset transfer planning. In a new episode of...
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083: Living Better with Parkinson’s Disease
Absolute Trust Talk
Picture NBA player Brian Grant, known for his tenacity and fearlessness on the court. After pushing his body through conditioning, training, and contentious games, he learns he has Parkinson’s disease two years into retirement. Naturally, this came as an enormous shock. However, Parkinson’s is the fastest-growing neurological condition in the world. In fact, by 2040, the number of people living with Parkinson’s is set to double. Once Brian learned how to navigate living with this disease, he launched The Brian Grant Foundation (BGF) to “help people become their best, even when it seems...
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082: A Unique Program for Veterans
Absolute Trust Talk
As we age, the goal for many of us is to stay in our homes for as long as possible. Sure, we might need some help down the road, but we’ll cross that bridge when we get to it, right? That sounds great in theory, but we don’t think about all the extra costs and the challenges we may face in obtaining home care. Often, calls are made to home care services with urgent requests for help, but knowing what benefits and aid might be available in advance can help you plan and even improve quality of life by avoiding urgent health care situations – this includes veterans and their families. In...
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081: Navigating Senior Transitions
Absolute Trust Talk
Life is full of changes, and we all experience transitions that can impact our lives in significant ways, whether they are big, small, planned, or unplanned. As an older adult navigating a journey in aging, adjustments often bring on feelings of anxiety and stress, even if they are positive. Whether you’re retiring and slowing down, grieving the loss of a spouse, or moving to a new community that will better meet your lifestyle needs, it can be a challenge to integrate and meet new people. In a new episode of Absolute Trust Talk Live, Kirsten is joined by guest Penny Reed of Rossmoor...
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080: Music as Medicine
Absolute Trust Talk
If you take a look around the next time you’re out in public, chances are you will pass by at least a handful of people with their headphones in. And while there may be many catching up on their favorite podcast, there are just as many that are getting down or chilling out to their favorite tunes. It’s not hard to notice that music can indeed change your mood, like discovering a new song on the way to work that can make your whole day. Or, feeling the nostalgia when you hear the Breakfast Club soundtrack that makes you want to punch a hand up in the air. Music plays a large part in our...
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079: Home for the Holidays: Time for The Talk with Elderly Parents
Absolute Trust Talk
In a new episode of Absolute Trust Talk, Kirsten is joined by guest Linda Fodrini-Johnson, licensed family therapist and professional certified care manager. Together, they discuss returning home and what to do if you notice a parent beginning to struggle with their day-to-day routine.
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078: Retirement and Renewal for Career Women
Absolute Trust Talk
In a new episode of Absolute Trust Talk Live, Kristen is joined by guest Helen Dennis, a nationally recognized leader on the issues of aging and retiring. She is an author, a speaker, a teacher and has helped over 25,000 employees prepare for the non-economic aspects of retirement. Together, they discuss the working woman and how to navigate the retirement transition.
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077: Retirement Planning for Your Brain
Absolute Trust Talk
In a new episode of Absolute Trust Talk Live, Kirsten is joined by guest Dr. Quinn Kennedy. Dr. Kennedy has a Ph.D. in psychology, postdoctoral training in cognitive aging, and over 20 years of experience researching and investigating factors that affect older adults, decision-making, and memory performance. Kirsten and Dr. Kennedy will be diving into some of the best strategies for taking care of one's mind to preserve quality brain health as you age.
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.