Category Archives: Elder fraud

Working with a Financial Advisor

Why and how working with a good financial advisor can help avoid elder fraud or exploitation and protect transfers of wealth generation to generation. Financial advisors play an important role in their clients’ lives. Advisors are with clients through major life events, including, marriage, home-buying, child-raising, changing jobs, caring for elderly parents, the loss of […]

Fraud in the Family

JONATHAN BARTLETT The people you know best are most likely to cheat or swindle you by Gary Weiss, AARP The Magazine When you think of the villains who defraud older people, you might picture crooks hacking into bank accounts or selling bogus stocks. But don’t be misled. The real scoundrels might be sitting at your next family […]

Quick Contact Form

Quick Contact Form