Robert Fleming

Electronic wills

Electronic Wills Still a New Idea Three Years Later

Electronic wills were all the rage in estate planning discussions in 2018 and 2019. In that two-year period, four states adopted new statutes allowing for digital or electronic signing of wills. In order, Nevada, Indiana, Arizona and Florida pushed technology and law forward. After that first rush of interest, two important things happened to push …

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Certified Senior Advisor

“Certified Senior Advisor” is Really an Annuity Salesman

The story is sadly familiar. An elderly individual, seeking to get estate planning done inexpensively, seeks legal help from a non-lawyer paralegal. The paralegal identifies himself as a “Certified Senior Advisor”, 0r CSA. But what he really does is to sell a large and inappropriate annuity to the senior. American Family Legal Services Tom and …

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