Be Aware of the Scams Directed at Your Vulnerable Loved Ones 

Scams

Senior Scams are a despicable but unfortunately common practice.  Seniors are the victims of one-third of scams even though they represent only 12% of the population.  I have previously written about the “grandparent scam,” in which scam artists will call pretending...

Estate Planning Is More Than Planning for Your Death

Medicaid Planning

Previously, I explained how an estate plan should address what happens to you (and your things) if you become incapacitated to the point you cannot care for yourself.  Incapacity can occur over time from diseases such as dementia.  Or it can happen suddenly with a...

How You Can Protect Your Loved Ones from Scams

Frequently asked questions, Scams

Scams have become a serious threat for senior citizens. Almost one-third of successful scams make senior citizens the victim, even though seniors represent only 12% of the population. There are several reasons for this: Seniors are the most likely to have a “nest...

Are You Familiar With The “Grandparent Scam?”

Frequently asked questions, Scams

You may be familiar with what is often called the “Grandparent Scam.” It is a scam I have been addressing for some time in my presentations. According to the FBI, it works like this: You’re a grandparent, and you get a phone call or an e-mail from someone who...

Why We Do What We Do

Frequently asked questions

I have two purposes for making these posts and for offering free presentations about estate planning. First, I hope to educate. Estate planning and elder law can have complex strategies and concepts, but we can cut through much of the mystery if I can help people...