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Posts tagged "Trust Beneficiary Rights"

John Lennon's Estate | Imagine Disinheritance

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Brain Tumors, Strokes & Estate Cheats Lying in Wait | Estate Litigation

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Presentation to CALI | Spot Elder Financial Abuse

CALI Presentation on Elder Financial Abuse.jpgLast week I was honored to deliver a presentation to the Sacramento chapter of the California Association of Licensed Investigators (CALI). The topic was an important and timely one - how to spot elder financial abuse.

Elder Financial Abuse | Watch Out for Predators

Elder Financial Abuse Watch Out for Predators.jpgOne of the topics I covered in my first book, The Wolf at the Door, is how the elderly are especially vulnerable to financial predators. As people get older, they are much more likely to let down their guards and become victims of scam artists and criminals.

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

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Alameda County Trust & Estate Litigation | Contingency Fees

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Elder Financial Abuse | New Facts & Figures

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Fran Tarkenton | NFL Star Takes on Elder Financial Abuse

Fran Tarkenton Elder Financial Abuse Book.jpgWhen a household name speaks out on an issue of public interest, people tend to listen a little more attentively. Maybe a celebrity or famous athlete shares their fight against a serious disease, a struggle with mental illness or depression, or blows the whistle on crimes like sexual assault. So if a big name engages the media to raise awareness on elder financial abuse, I consider it a win for victims and their families.

Sweetheart Scammers & Swindlers | America's Elders at Risk

Sweetheart Scammers & Swindlers | America's Elders at RiskImagine taking a call one morning from your recently widowed mother to learn of her professed love for a Florida man whom she has never met in person.

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