During a Will contest, a party challenging a Will may assert that the Will was the product undue influence being exerted over the decedent by the party who benefited by the disputed Will. The question ...

A wealthy man with four adult children, three daughters and a son, left millions to his daughters when he died, but nothing for his son. Was that the father’s intention? The answer came after much ...

The fifth is relationship poisoning. A sibling might exclude other siblings from visiting an elderly parent or tell the parent that the other siblings are trying to take his money. Or a helpful ...

Family estrangement is common, and it leads to significant emotional distress. As an expert in all forms of unethical influence, including cults, I frequently hear from families in which a loved one ...

A long-time client, Mr. Lee, stops in without an appointment to discuss an “important” financial opportunity he recently heard about. Mr. Lee is 80-years old and a widower. You’ve been his broker for ...