I recently spent a morning in Los Angeles Superior Court’s Probate Department, where I was one of ...

Scammers are using this trick to steal your money

There is a new, sophisticated scam targeting Visa and MasterCard holders. Unlike other fraud attempts, this one ...

How to protect yourself from financial scams as you age

I recently attended a Broadway Series matinee featuring the musical Annie. There’s an important lesson in the ...

Retirement accounts like IRAs, 401(k)s, and 403(b)s come with a major tax benefit—you don’t pay taxes on ...

Clients often ask me, “Will you file my trust?” The short answer: No. Trusts are designed to ...

In the past month, I’ve encountered two disturbing variations of celebrity scams—both equally frightening. 🚨 Case #1: ...

The headline caught my attention: “She promised her dad she would take care of her mom when ...

I’m currently helping a client navigate care for both of his parents. His father was rushed to ...

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