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Posts tagged "Contingency Fees"

Sometimes You've Got to Fight | Disinherited Trust Beneficiary Battles

Beneficiary Trust Litigation Bay Area.jpgImagine: Your mother is an 86-year-old widow. Your father passed away ten years ago. You have three siblings - two brothers and a sister. You're all now in your 50s.

A House Divided | Bay Area Beneficiary Trust Disputes

Bay Area Beneficiary Trust Disputes Houses.jpg"A house divided against itself cannot stand." We read this in Scripture - the Gospels of Matthew, Mark and Luke. We see this in history. It's Abraham Lincoln's warning made on the eve of the Civil War. It's an everyday life truth.

Bay Area Estate & Trust Litigation Battles | Disinherited House Beneficiaries

Bay Area House Estate Trust Litigation.jpgThe San Francisco Bay Area is overflowing with equity-rich homeowners. About half of Bay Area residents live in homes they own, and these homes have been escalators to wealth. Bay area home price increases have been astounding, and San Francisco in particular, may be in the early stages of some dramatic increases.

What You Focus on Grows | Bay Area Trust & Estate House Disputes

Bay Area Estate Trust House Disputes.jpg"What you focus on grows" is a garden metaphor - a simple truth with widespread application. Focus is a gift of presence coupled with deliberate practice. It is the use of our imagination paired with or own time commitments to practice essential tasks necessary for elevating our game. Growth spawned by focus is as applicable in our personal lives as it is in sports, music, business and the professions.

Settling Bay Area Estate & Trust House Disputes | Contingency Fees

Estate Litigation House Disputes Alameda Santa Clara.jpg

California Trust Beneficiary Mediation | Three Leadership Lessons

Estate Trust Mediation.jpgTrust beneficiary mediations are emotional. Alzheimer's, dementia, stepmothers, split families, undue influence and missing estate assets are threads that often run through the fabric of mediated estate and trust disputes. Passions run high. Feelings of betrayal mixed with grief are common to trust challengers and a protective belief of entitlement is common to the challenged.

LA House Battles | Elder Financial Abuse Lawsuits

LA House Transfers | Elder Financial Abuse LawsuitsThe Los Angeles area real estate market is continuing to grow at a dynamic pace. Last year the median price for homes in Southern California jumped 8.2% to over half a million dollars. The LA housing market, like other vibrant California markets, is proving a great way to build wealth by home appreciation. Baby Boomers and the "Silent Generation" comprise a very significant share of LA homeowners. This immense source of wealth is often targeted, taken or obtained by elder financial abusers. This is a problem that we all should know about.

Bay Area Trust Beneficiaries | House Fights & Contingency Fees

Bay Area House Disputes | Estate & Trust LitigationHome equity in Bay Area houses constitutes the largest share of household wealth. Older people, a large part of owner-occupied units, are more likely to have spouses and dual incomes. And, they simply have had more time to accumulate wealth.

Interview with Steve Pomeranz | How to Detect Elder Financial Abuse

Steve Pomeranz Interview | Detecting Elder Financial Abuse.jpgI was recently welcomed back as a guest on The Steve Pomeranz Show, hosted by nationally recognized investment advisor Steve Pomeranz. Steve has made his program a fantastic resource for wealth planning, financial literacy, and smart allocation of assets in a volatile economy. It's therefore an honor to return to Steve's show and discuss a serious danger to seniors: elder financial abuse and undue influence.

Attorney Michael Hackard's Interview with Financial Advisor Magazine

Attorney Michael Hackard's Interview with Financial Advisor MagazineIn a new article on the Uniform Power of Attorney Act, adopted by the National Conference of Commissioners on Uniform State Laws, Financial Advisor magazine interviewed Michael Hackard for his analysis of its safeguards against elder financial abuse. Financial Advisor is the premiere publication in America for wealth advisors, financial planners, independent broker-dealers, and investment professionals, and it reaches a monthly audience of 110,000 qualified readers.

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