Articles Tagged with estate documents

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Financial Elder Abuse: Easy to Miss
The SF Chronicle’s Carolyn Said recently published an article detailing the story of Leslie and Cheryl Berkes, an elderly couple in Moraga whose caretaker methodically drained their retirement, checking and savings accounts over a period of years, totalling more than $350,000. The…
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What Not to Leave Behind: Massive Piles of Paper
Recently, a client of mine described having to go through about 30 years of their father’s financial records after he had passed away. Needless to say, that’s not an easy task, especially when you’re not entirely sure what to look for, what to keep, and what to…
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