CASE STUDY: The Law and Unintended ConsequencesINTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
CASE STUDY: “Outlaw” ProtectionINTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...
Be On High Alert For Elder Financial Abuse! – Part TwoINTRO: In Part One of this series, I reported that it is difficult to combat elder financial abuse. Sometimes it isn’t recognized or at...
Be On High Alert For Elder Financial Abuse! – Part OneINTRO: Working with many elderly clients and hearing about the parents of “baby boomer” clients, I see and hear signs of elder financial...