It's three years since we posted our first video. We're told by many people that the videos are of enormous help. We're glad.
The 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.
Did your interest in a trust evaporate because of the actions of a caregiver who unduly influenced your parent, grandparent, aunt or uncle? It happens and, in our experience, it happens with some frequency. And, once challenged, it is also our experience that a wrongdoing caregiver treats an elder's natural heirs with irritation and contempt.
Even today, almost 12 years after she died, you only have to say the words "Queen of Mean" to know we're talking about the late billionaire heiress, Leona Helmsley.
Last 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.
"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.