I was called into a meeting with an attorney and Client C. Her son was in jail charged with financial abuse for taking large sums of his Momโs money and spending it on his โtoysโ. A trust was being drafted … Read More
An attorney called me about Client B. He was working on her trust documents and she needed some help. We set up an appointment for Client B to visit with me along with her daughter, who lived out of state. … Read More
Client: A was very involved in the community; she attended many meetings here in Riverside and in other cities. She also had friends and family all over the country and liked to travel. She was in her early seventies when … Read More
Signs of Fiduciary or Financial Abuse Last month we talked aboutย who might be stealing Grandmaโs money. Letโs continue that conversation by talking about warning signs to alert you that financial abuse could be happening. If your grandparents are not … Read More
Financial and Fiduciary Abuse Many people seek fiduciaries and elder care services for their grandparents, especially if their grandparents are trusting. Grandma is an easy target. In this case, Grandma is a seniorย or elderly person. She also may have … Read More