What is a “Life Estate?”

Frequently asked questions

Last post, I posed the example of a second marriage in which the husband moved into the house already owned by his new spouse. When she dies, what right does he have to continue living in that home? If he continues to live there, what effect will this have on her...

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...

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...

Are Your Vulnerable Loved Ones Prepared for This Scam?

Scams

Like me, you have no doubt read a consistent stream of stories about seniors who have been victimized by scams. According to the Federal Trade Commission (the federal agency charged with consumer protection), imposter scams are the most commonly reported scam. An...