By Christina B. Yee, Esq. As the population ages, planning in the event of incapacity has become increasingly important. According to the 2024 Alzheimer’s Association report, an estimated 6.9 million Americans aged 65 and older are living with Alzheimer’s dementia in 2024, and of that, 73% are aged 75 or older. This same report projects that…

By Nathan R. Loftin, Esq. A power of attorney (“POA”) is a legal document granting another person, called your agent or attorney-in-fact, the authority to act on your behalf. California Powers of Attorney are powerful tools for managing your financial affairs and healthcare decisions, especially if you become incapacitated. However, with such power comes responsibility,…

The Wall Street Journal (Feliz Solomon) 06.02.24, published an article titled “She Hooked Me: How an Online Scam Cost a Senior Citizen His Life’s Savings.” It’s the true story of a man who fell victim to online seduction and paid a significant price. We want to think that such online scams are few and far…

It’s common to partake in financial transactions that lead to owed money. For example, many people lend funds or lease property. However, the situation takes a unique turn when the individual entitled to receive this money passes away. The question that arises is whether someone else can step in to claim these outstanding debts. Here…