The greatest wealth transfer in history is here
In an era of surging home and stock values, U.S. family wealth has soared. The trillions of dollars going to →
Santa Rosa senior’s terrifying experience sheds light on pattern of elder abuse
PHIL BARBER THE PRESS DEMOCRAT In 2018, Betty Racicot got a call from a distant cousin who had →
Illuminote Launches DARCI A New Service Designed to Put a Halt to Elder Financial Abuse
Santa Rosa, CA: Illuminote today announced the launch of DARCI (Document and Agency, Registry and Clearinghouse, by Illuminote), a new →
Estate Planning Nightmare Cost This Family $500,000!
Charlie and Evie Vigne created a trust in 1996 to take care of how their four children would receive their →
$400,000 Lost From Father’s Estate
Retired couple Jack and Mary came to know Kathy as they both frequently enjoyed her therapeutic massages. The couple was in →
Uncomfortable Having Important Docs Online?
Often times, folks will tell us they aren't sure it is a good idea to have documents like their →
56% of Inheritance Lost to Legal Fees
In 2012, a man named Sam Walls visited his attorney, on the good advice of his tax advisor, to →
Forged Trust Amendment Costs $500,000 in Assets
In 1992, Harry and Sandy Speego created the Speego Family Trust to set up a clear and easy passing →
