Elder Abuse and Elderly Parent Scams?
New best friends and unusual transactions could be signs of elder financial abuse, which extends far beyond the robocalls purporting to be from the Social Security Administration or the IRS. The majority of elder financial abuse cases reported to agencies involve...How Do I Talk to My Parents About Estate Planning?
Failing to draft an estate plan can mean a pair of obstacles when a parent dies. First, it can leave you scrambling to unravel their financial picture while trying to grieve. Second, it can be expensive. MarketWatch’s recent article entitled “It’s easy to put it off,...Taking Care of a Dying Parent’s Financial Affairs
It’s not uncommon for adult children to face a parent’s decline and the preparations associated with their passing. This includes how to handle their parent’s financial matters. Seniors Matter’s recent article entitled “How do I handle my father’s financial...Who Is the Best Fiduciary for a Power of Attorney?
Picking a person to serve as your agent or fiduciary under your Power of Attorney is an extremely important part of your estate plan. However, it is often treated like an afterthought once the will and trust documents are completed. Naming a fiduciary under your POA...How Does a Conservatorship Work?
Kiplinger’s recent article titled “Britney Spears’ Sad Song … Warning: This Could Happen to You” says that conservatorship is a topic that’s been in the news lately with Britney’s recent court battle. In Britney’s case, while there has not been any evidence alleged of...LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!
Presented by attorney Pablo Tagre.
