Victim of Elder Fraud?

Victim of Elder Fraud?

I received a frantic call from a distraught family member saying that her mother has been scammed out of thousands of dollars. The mother, a woman in her seventies, had responded to a Nigerian Scam, which claimed the mother had a fund in the amount of $5,000,000. They...
All We Have To Do Is Ask

All We Have To Do Is Ask

I had an interesting client… We spoke about issues concerning her estate planning, and after our appointment, she proudly displayed her brand-new cell phone to show she was ‘hip’ to technology. (“Hip” is a word used during days of Elvis—meaning we’re cool –...
The Questions We Never Asked

The Questions We Never Asked

We’ve all had a great deal of time on our hands, A. to watch television, B. to eat snacks, C. to read, and to be with each other for 24 straight hours actually causing no harm to anyone that comes within “social distancing” range. This may be one of the few times that...
A Scam for All Seasons

A Scam for All Seasons

The holidays are over, the presents are put away, and we are looking forward to Groundhog Day, Valentines Day, and of course, the tax season! My preference is Valentine’s Day, but as you know, the IRS doesn’t give you much choice. Mark Twain once said: “What is the...
A Stocking “Stuffer” That Can Wait

A Stocking “Stuffer” That Can Wait

Another holiday faux pas—using family time to tell an aging parent that maybe they ought to give up their car keys. Want a real downer? Start talking to a senior about driving and maybe even getting rid of their car. Here’s a stocking stuffer—just hide their keys and...