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Massive Fraud Scheme Against Seniors

The US Department of Justice (DOJ) recently conducted the largest ever elder fraud sweep and charged over 250 defendants with fraud, representing over 750 million dollars. In each case, the defendants allegedly engaged in financial tactics that either specifically targeted…

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Estate Plan Instructions

A letter of instruction (LOI) is an essential part of any estate plan, whether you are starting from scratch or have a comprehensive plan in place. A letter of instruction can help your loved ones manage important information about you.…

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You Can Thrive as a Family Caregiver

53 million Americans provide care for an older family member, which is around 17 percent of the US population, and most are losing sleep, worrying, losing income, struggling to balance caregiving tasks with their workload and other family responsibilities. These…

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The Recent Rise of Elder Abuse

Although elder abuse events are significantly underreported, elder abuse manifests itself in many different ways and may present itself in older adults' lives concurrently. The National Council on Aging reports that estimates range as high as five million older adults…

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Is Disinheriting your Child a Mistake?

It’s more often than not that parents chose to treat their children equally when distributing their inheritance. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could…

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