Exploitation of a Vulnerable Adult

To our frustration and dismay, we’ve all answered the phone, expecting to be greeted by a legitimate caller. Instead, we’re greeted with spam from a living individual or a pre-recorded voice message. These are usually fraudulent callers who appear or sound genuine. They offer something of value to you, but in the end, will try [...]

Probate Scams

Sadly, we are all receiving an unprecedented number of probate spams and scams by mail, email, text and telephone. Always know where a message, package or item comes from if it's addressed to you. There are dubious personalities in our world who will unfortunately try to con you out of your money. You hear this [...]

How to Avoid Probate Scams, Cons and Frauds

In the late 90s, there was an animated series on Cartoon Network called Ed, Edd n' Eddy. The show was about three boys who tried to get their tongues on jawbreakers by tricking, scamming and scheming their fellow peers in the neighborhood. Almost all of the time, their tricks, schemes, and scams backfired. However that's [...]

How to Prevent Elder Abuse, Even for non Superheroes

As our loved ones age, they can become more susceptible to fraud and manipulation by opportunistic criminals. While such abuses can come from strangers, often the perpetrator is someone known to the elderly person. Just this scenario is alleged to have happened to the late prolific comic book author, Stan Lee. Lee was the editor-in-chief [...]

New Veterans Administration Evaluation Requirements

New Veterans Administration Rules Released in 2018 The new rules will impact the needs-based benefits for veterans and surviving spouses. Clarification of commonly confusing areas like evaluating net worth, asset transfers, and income exclusions were the focus of the new rules. The Veterans Administration Final Rule, as it’s being called, created a new net worth [...]

Sibling Trouble While Handling Mom’s Estate

Family Disputes Over Estates Happen Too Often Feuding over the estate of a loved one is a surefire way to cause separation within a family. Even within my own family there have been many arguments concerning assets that belonged to my grandfather. Not having a will or an estate plan can leave things messy, and [...]

Veteran’s Benefits – How Can We Help?

On Wednesday, Brandon provided an example of the Pension with Aid and Attendance Benefit at work and the ways you can qualify.  Now, we want to provide you with some help in your efforts to take advantage of this benefit. The Application Process While the application process for special monthly pension can be agonizingly slow [...]

Go to Top