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 ...

Evaluating alleged elder abuse often involves determining what an older person understands or understood in the past. Inducing someone to sign a legal document or give a gift, for example, may ...

The potential for undue influence has become increasingly significant in this era of digital interconnectivity. Undue influence can distort our perceptions, manipulate our decisions, and sometimes ...

Last week I told you about one of the issues that often shows up in will contest cases — the need for the maker of a will to be of “sound mind.” This basically means a person making a will must, at ...

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast. Individuals with estates both large and small can be susceptible to undue influence, which is ...

Before the start of the 2025 high school football season, we granted anonymity to Central Indiana coaches to answer a few questions for our “Coaches Confidential” series. Our second question: How ...