Haggerty vs. Thornton – Part I When California’s District Courts of Appeal do not agree with each other on how to apply law, the Supreme

Essential Steps For Women to Safeguard Their Estate Plans During Retirement Living Transition Despite all the information online about where a woman can choose to

Can you use AI to create an estate plan? Yes. Should you?In the opinion of most legal experts, AI is not quite ready. There are

Understanding Financial Elder Abuse Financial elder abuse, in essence, is the theft or embezzlement of money or property from an elderly person. This form of

“Don’t Let a Probate Court Decide Who Gets Your Life Savings!” But the reality is quite disturbing: Over 70% of Estate Plans cause a dispute

A Guide to Understanding the Distinctive Needs of Women Seeking Financial Advice There is a growing recognition among financial advisors that women have different goals

Your Attorney Doesn’t Know What She is Doing!?! …is what customers currently get told by their Banks. THE True Story…. Mark and Erik, Co-Execuors of

So Many Files to Sneak A Peek. Who will know? Just because it is not digital, doesn’t mean you are not responsible for the data.

FACT: Women inherit 70% of Wealth Transfers and outlive Men by nearly 6 Years in the U.S. Why your Trust needs to reflect your unique

Chaos and Confusion as Big Banks Struggle with Legal Paper Documents in the Age of Ai& After decades of struggle, it appears that banks have

Canceled? Why? As the California home insurance crisis worsens, Certified Financial Planners® (CFPs) are uniquely positioned to help. California is known for its picturesque landscapes

The Difference between a Trust and a Will We all know that we should have an estate plan in place, to ensure that our important

The Case for the Digital Legal Data Registry Everyone knows that estate planning is essential if you want to assure that your intent will be

The Imperative of Digital Estate Planning in Modern Financial Strategies How the perfect marriage of legal, financial planning, and technology creates a new solution to