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 Court steps in. On February 8, 2024, the California Supreme Court did just that when it issued its opinion resolving split decisions between the Fourth District Court of Appeal on […]
Category: Thought Leadership
It’s Time To Move Into A Retirement Community
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 live when aging, we notice an essential topic for consideration isn’t being discussed – how to protect her and her legacy wishes wherever she decides to live. Because of the […]
The Risks of AI in Estate Planning: When Machines Miss the Mark
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 three reasons to consider seriously before using this new technology to create the documents that will control how your estate will be distributed upon your death. Limitations in AI IntelligenceLet’s […]
The Hidden Crisis. Financial Elder Abuse in America
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 abuse is increasingly becoming a significant issue in the United States. It involves various malicious activities such as scams, fraudulent property transfers, misuse of power of attorney, and undue influence […]
“Get a Trust,” they say.
“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 or end up in Litigation! So what is the cause? Every time you open AARP’s magazine, the local paper, or meet with your financial adviser, you are told to create […]
Do You Listen to What I Want?
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 when it comes to economic strategy and planning but need to be given the level of importance they deserve. According to some of the latest studies by Forbes: “40% of […]
Your Attorney Doesn’t Know What She is Doing!?!
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 their mother’s estate, shifted nervously in the uncomfortable chairs they were sitting in, facing the banker’s desk. It was the typical uninspired corporate furniture – cheap and scratchy. Mark and […]
If I look up the files, who will know?
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. Today, information flows seamlessly across digital networks. If you think data security concerns do not extend to paper-based documents, you’d be incorrect. Despite the revolutionary shift towards digital record-keeping, paper […]
FACT: Women inherit 70% of Wealth Transfers & outlive Men by nearly 6 Years in the U.S.
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 needs. Most financial planners will advise you of the importance of proper estate planning to ensure the smooth transition of management of your affairs should you become incapacitated and after […]
Chaos and Confusion in the Age of AI
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 finally had it with conventional legal documents. There was a time, not too long ago, that you could walk into a bank with a conventional legal document, like a power […]
