Financial exploitation of vulnerable elderly adults is a serious problem. Many seniors suffer from dementia or Alzheimer’s disease, which limits their ability to protect themselves from abuse, neglect or financial exploitation. It makes them easy targets for unscrupulous caregivers, family members, friends or strangers.
Elder abuse costs about $3 billion dollars a year, according to Mary Mack, the president of Wells Fargo Bank’s brokerage division. Combating exploitation requires new methods of protection. What more can be done to help protect the financial security of our beloved vulnerable senior citizens? Fortunately, there are some new ways.
Dean Smith, the great basketball coach for the University of North Carolina, Chapel Hill, died recently at the age of 83. His reputation among the UNC alumni and athletic department would go so far as lauding him as 
After the passing of a loved one, family members and friends normally gather to find solace or to celebrate the person’s life. Or at least that is the order and manner in which most people would wish to be remembered. To this end of allowing space to grieve, creating estate planning documents should assist the bereaved in efficiently handling their loved one’s worldly affairs. However, conflict can still occur between family members. And, conflict is more likely when the estate planning documents have gaps or are subject to differing interpretations.
Beneficiaries beware! The Arizona Court of Appeals has concluded that someone who challenges a trust may be disinherited for violating a “no-contest” clause.
The old saying that celebrities are just like us with more money holds true in some cases, but it definitely holds true in the realm of 
Trusts are often sold to seniors as a device allowing them to pass their property to their children and other loved ones with the least possible expense, time and hassle. That may be true where there are no complications and everyone in the family gets along.
The survivors and veterans of World War II have been called the Greatest Generation for several decades now, a title earned by their enormous contributions during a period of global and cultural strife. The nation’s prosperity depends upon the sacrifices of the men and women in the U.S. military, but perhaps this generation’s hallmark has been the enthusiasm with which the group made sacrifices needed to win the war abroad.
Important NoticeThese are some actual client comments about our firm. Each case is different. Results in one matter do not necessarily indicate the results that may be achieved in any other matter.
